+2.1%
QQQI vs HUM
+60.0%
-57.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.3% | -4.3% | -5.6% |
| 7D | -8.5% | -1.2% | -7.3% | -8.4% |
| 30D | -12.7% | +2.1% | -14.8% | -12.8% |
| 3M | -7.7% | +13.4% | -21.1% | -8.2% |
| 6M | -4.6% | +72.7% | -77.3% | -6.2% |
| YTD | +2.1% | +62.3% | -60.2% | -0.3% |
| 1Y | +2.1% | +57.5% | -55.4% | -0.3% |
| All | +2.1% | +60.0% | -57.9% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling