+149.8%
QQQM vs HON
+32.6%
+117.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.3% | -0.5% |
| 7D | -1.3% | -2.6% | +1.4% | -0.1% |
| 30D | -1.4% | -11.9% | +10.5% | +4.3% |
| 3M | +2.2% | -6.1% | +8.3% | +4.0% |
| 6M | +16.9% | -19.2% | +36.1% | +27.5% |
| YTD | +15.7% | +0.2% | +15.5% | +12.9% |
| 1Y | +22.7% | -1.5% | +24.2% | +20.3% |
| 3Y | +93.9% | +17.9% | +76.0% | +68.9% |
| 5Y | +94.6% | +1.9% | +92.6% | +75.2% |
| All | +149.8% | +32.6% | +117.2% | +114.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling