+152.5%
QQQM vs HAL
+228.8%
-76.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +1.0% | -1.3% | +2.3% | +1.2% |
| 30D | -0.6% | +10.9% | -11.5% | -1.9% |
| 3M | +1.3% | -5.8% | +7.2% | +1.9% |
| 6M | +18.2% | +8.1% | +10.1% | +16.5% |
| YTD | +16.9% | +33.2% | -16.3% | +12.0% |
| 1Y | +24.0% | +74.2% | -50.1% | +14.3% |
| 3Y | +96.0% | -3.7% | +99.7% | +89.6% |
| 5Y | +95.2% | +111.9% | -16.7% | +80.1% |
| All | +152.5% | +228.8% | -76.3% | +132.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling