+56.8%
QQQI vs HBM
+381.2%
-324.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.5% | +6.6% | +0.3% |
| 7D | -1.0% | -3.7% | +2.7% | -0.5% |
| 30D | -0.6% | -3.7% | +3.1% | -0.2% |
| 3M | +3.4% | +8.0% | -4.6% | +1.3% |
| 6M | +10.6% | +15.8% | -5.1% | +6.4% |
| YTD | +10.3% | +34.4% | -24.1% | +2.7% |
| 1Y | +16.3% | +98.2% | -81.8% | +0.7% |
| All | +56.8% | +381.2% | -324.4% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 all: compounded portfolio wealth divided by compounded HBM 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…
all analysis · Full analysis span regression · 6 months rolling