+109.7%
QQQM vs HTZ
-89.5%
+199.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | +0.4% | +7.5% | -7.1% | -0.1% |
| 30D | +0.2% | +47.4% | -47.2% | -3.0% |
| 3M | -2.8% | -54.9% | +52.1% | +1.0% |
| 6M | +18.1% | -47.0% | +65.1% | +20.5% |
| YTD | +17.4% | -55.3% | +72.6% | +21.0% |
| 1Y | +25.7% | -57.6% | +83.3% | +28.9% |
| 3Y | +94.1% | -86.6% | +180.7% | +123.8% |
| 5Y | +94.9% | -86.1% | +181.0% | +126.0% |
| All | +109.7% | -89.5% | +199.2% | +142.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling