+108.9%
QQQM vs HTZ
-90.6%
+199.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.3% | +5.0% | +0.1% |
| 7D | +1.0% | -10.4% | +11.4% | +1.7% |
| 30D | -0.6% | -2.4% | +1.7% | -0.9% |
| 3M | +1.3% | -60.9% | +62.2% | +6.3% |
| 6M | +18.2% | -50.2% | +68.4% | +21.0% |
| YTD | +16.9% | -59.7% | +76.6% | +21.4% |
| 1Y | +24.0% | -66.0% | +90.1% | +29.4% |
| 3Y | +96.0% | -87.1% | +183.1% | +124.8% |
| 5Y | +95.2% | -86.9% | +182.1% | +127.8% |
| All | +108.9% | -90.6% | +199.5% | +142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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