+96.4%
QQQM vs HSY
+12.0%
+84.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | -0.6% | +0.1% | -0.7% | -0.6% |
| 30D | -1.2% | -5.2% | +4.0% | -1.1% |
| 3M | -0.1% | -3.4% | +3.3% | 0.0% |
| 6M | +18.0% | -19.2% | +37.2% | +19.4% |
| YTD | +16.7% | -2.6% | +19.3% | +16.3% |
| 1Y | +23.0% | -3.8% | +26.8% | +22.7% |
| 3Y | +93.3% | -10.6% | +104.0% | +96.0% |
| All | +96.4% | +12.0% | +84.5% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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