+552.9%
QQQ vs HD
+208.4%
+344.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.5% | -0.3% |
| 7D | -1.3% | -3.9% | +2.6% | +0.8% |
| 30D | -1.4% | -13.1% | +11.8% | +6.0% |
| 3M | +2.3% | -3.4% | +5.7% | +3.5% |
| 6M | +16.9% | -12.6% | +29.4% | +24.0% |
| YTD | +15.6% | -9.2% | +24.9% | +19.8% |
| 1Y | +22.6% | -23.9% | +46.6% | +39.3% |
| 3Y | +93.5% | +0.4% | +93.1% | +83.6% |
| 5Y | +93.9% | +4.5% | +89.4% | +76.3% |
| All | +552.9% | +208.4% | +344.5% | +259.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling