+4.5%
QQQM vs HLT
+42.8%
-38.3%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.8% | -4.5% | -6.0% |
| 7D | -9.4% | +3.6% | -13.0% | -9.8% |
| 30D | -14.7% | +14.6% | -29.3% | -16.4% |
| 3M | -9.6% | +13.9% | -23.5% | -11.4% |
| 6M | -4.7% | +18.3% | -23.0% | -7.7% |
| YTD | +5.9% | +28.9% | -23.0% | +0.7% |
| 1Y | +4.5% | +40.0% | -35.5% | -2.1% |
| All | +4.5% | +42.8% | -38.3% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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