+152.0%
QQQM vs HD
+25.4%
+126.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | -0.6% | -3.8% | +3.3% | +1.2% |
| 30D | -1.2% | -9.4% | +8.2% | +3.2% |
| 3M | -0.1% | -4.6% | +4.5% | +1.4% |
| 6M | +18.0% | -10.1% | +28.0% | +22.7% |
| YTD | +16.7% | -8.3% | +25.0% | +19.8% |
| 1Y | +23.0% | -25.0% | +48.1% | +39.1% |
| 3Y | +93.3% | +1.5% | +91.8% | +82.3% |
| 5Y | +96.3% | +5.6% | +90.7% | +77.2% |
| All | +152.0% | +25.4% | +126.7% | +116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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