+152.0%
QQQM vs HAL
+217.4%
-65.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -0.6% | -3.3% | +2.8% | -0.2% |
| 30D | -1.2% | +8.2% | -9.4% | -2.2% |
| 3M | -0.1% | -9.4% | +9.3% | +1.0% |
| 6M | +18.0% | +0.6% | +17.3% | +17.3% |
| YTD | +16.7% | +28.6% | -11.9% | +12.2% |
| 1Y | +23.0% | +63.9% | -40.9% | +14.3% |
| 3Y | +93.3% | -7.1% | +100.5% | +87.9% |
| 5Y | +96.3% | +102.3% | -6.0% | +81.9% |
| All | +152.0% | +217.4% | -65.4% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling