+152.0%
QQQM vs HON
+32.7%
+119.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -0.6% | -3.5% | +2.9% | +1.0% |
| 30D | -1.2% | -13.8% | +12.6% | +5.5% |
| 3M | -0.1% | -11.7% | +11.6% | +4.8% |
| 6M | +18.0% | -18.7% | +36.7% | +28.3% |
| YTD | +16.7% | +0.2% | +16.5% | +13.9% |
| 1Y | +23.0% | -3.1% | +26.1% | +21.7% |
| 3Y | +93.3% | +17.0% | +76.4% | +69.2% |
| 5Y | +96.3% | +2.0% | +94.3% | +76.7% |
| All | +152.0% | +32.7% | +119.3% | +116.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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