+91.6%
QQQM vs HAL
-7.2%
+98.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.9% | +1.8% | -0.6% |
| 7D | -1.3% | -3.3% | +2.0% | -0.7% |
| 30D | -1.4% | +7.2% | -8.6% | -2.6% |
| 3M | +2.2% | -8.8% | +11.0% | +3.6% |
| 6M | +16.9% | +3.0% | +13.9% | +15.4% |
| YTD | +15.7% | +29.4% | -13.7% | +8.7% |
| 1Y | +22.7% | +62.8% | -40.2% | +9.1% |
| All | +91.6% | -7.2% | +98.9% | +75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling