+149.8%
QQQM vs DHR
+3.5%
+146.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.4% |
| 7D | -1.3% | -5.0% | +3.7% | +0.5% |
| 30D | -1.4% | -3.3% | +2.0% | -0.3% |
| 3M | +2.2% | +9.4% | -7.3% | -2.2% |
| 6M | +16.9% | +3.2% | +13.7% | +14.0% |
| YTD | +15.7% | -12.0% | +27.7% | +19.9% |
| 1Y | +22.7% | +4.9% | +17.8% | +17.5% |
| 3Y | +93.9% | -7.4% | +101.3% | +88.7% |
| 5Y | +94.6% | -29.8% | +124.3% | +107.0% |
| All | +149.8% | +3.5% | +146.3% | +127.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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