+4.5%
QQQM vs HBM
+35.9%
-31.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -7.4% | +1.0% | -4.9% |
| 7D | -9.4% | -11.9% | +2.5% | -7.1% |
| 30D | -14.7% | -23.6% | +9.0% | -10.3% |
| 3M | -9.6% | -20.5% | +11.0% | -6.0% |
| 6M | -4.7% | -7.9% | +3.2% | -3.8% |
| YTD | +5.9% | +3.8% | +2.1% | +2.7% |
| 1Y | +4.5% | +31.7% | -27.2% | -5.2% |
| All | +4.5% | +35.9% | -31.4% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling