+4.5%
QQQM vs HUBB
-7.9%
+12.4%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -4.4% | -1.9% | -4.9% |
| 7D | -9.4% | -4.4% | -5.0% | -8.1% |
| 30D | -14.7% | -13.7% | -1.0% | -10.8% |
| 3M | -9.6% | -18.2% | +8.6% | -4.1% |
| 6M | -4.7% | -17.0% | +12.3% | +0.3% |
| YTD | +5.9% | -4.9% | +10.8% | +5.0% |
| 1Y | +4.5% | -9.4% | +13.9% | +5.8% |
| All | +4.5% | -7.9% | +12.4% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 1y: compounded portfolio wealth divided by compounded HUBB 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…
1y analysis · Full analysis span regression · 6 months rolling