+96.4%
QQQM vs HUBB
+157.3%
-60.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.2% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -1.2% | -10.0% | +8.8% | +3.1% |
| 3M | -0.1% | -1.6% | +1.5% | 0.0% |
| 6M | +18.0% | -3.1% | +21.0% | +18.0% |
| YTD | +16.7% | +4.6% | +12.1% | +12.4% |
| 1Y | +23.0% | +3.3% | +19.7% | +18.8% |
| 3Y | +93.3% | +46.6% | +46.8% | +54.5% |
| All | +96.4% | +157.3% | -60.9% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling