+149.8%
QQQM vs HSY
+36.9%
+112.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.1% |
| 7D | -1.3% | -0.4% | -0.8% | -1.2% |
| 30D | -1.4% | -3.4% | +2.1% | -1.2% |
| 3M | +2.2% | -0.5% | +2.7% | +2.1% |
| 6M | +16.9% | -19.1% | +36.0% | +18.6% |
| YTD | +15.7% | -2.1% | +17.7% | +15.3% |
| 1Y | +22.7% | -3.2% | +25.9% | +22.3% |
| 3Y | +93.9% | -8.8% | +102.7% | +95.3% |
| 5Y | +94.6% | +13.0% | +81.6% | +87.1% |
| All | +149.8% | +36.9% | +112.9% | +124.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling