+96.4%
QQQM vs HDB
-34.5%
+131.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.9% | -6.0% | -1.1% |
| 7D | -0.6% | +0.7% | -1.3% | -0.8% |
| 30D | -1.2% | +1.0% | -2.2% | -1.6% |
| 3M | -0.1% | -2.0% | +1.9% | -0.2% |
| 6M | +18.0% | -18.1% | +36.1% | +24.2% |
| YTD | +16.7% | -36.1% | +52.8% | +32.5% |
| 1Y | +23.0% | -34.0% | +57.1% | +38.0% |
| 3Y | +93.3% | -26.7% | +120.0% | +105.5% |
| All | +96.4% | -34.5% | +131.0% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 5y: compounded portfolio wealth divided by compounded HDB 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…
5y analysis · Full analysis span regression · 6 months rolling