+149.8%
QQQM vs HL
+279.9%
-130.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.9% | -0.6% |
| 7D | -1.3% | -5.6% | +4.4% | -0.6% |
| 30D | -1.4% | +12.7% | -14.1% | -2.9% |
| 3M | +2.2% | +42.5% | -40.3% | -2.2% |
| 6M | +16.9% | -9.0% | +25.9% | +16.8% |
| YTD | +15.7% | +4.4% | +11.3% | +12.9% |
| 1Y | +22.7% | +82.7% | -60.0% | +11.9% |
| 3Y | +93.9% | +406.3% | -312.4% | +53.1% |
| 5Y | +94.6% | +238.2% | -143.6% | +55.0% |
| All | +149.8% | +279.9% | -130.1% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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