+152.0%
QQQM vs DHI
+88.1%
+64.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -0.6% | -3.4% | +2.8% | +0.3% |
| 30D | -1.2% | -5.4% | +4.2% | +0.1% |
| 3M | -0.1% | -10.4% | +10.3% | +2.3% |
| 6M | +18.0% | -2.8% | +20.7% | +17.8% |
| YTD | +16.7% | -3.4% | +20.1% | +16.2% |
| 1Y | +23.0% | -22.9% | +46.0% | +29.6% |
| 3Y | +93.3% | +20.7% | +72.7% | +69.2% |
| 5Y | +96.3% | +62.1% | +34.1% | +48.3% |
| All | +152.0% | +88.1% | +64.0% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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