+149.8%
QQQM vs HUBB
+240.6%
-90.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -1.3% | -1.7% | +0.4% | -0.6% |
| 30D | -1.4% | -12.7% | +11.3% | +3.8% |
| 3M | +2.2% | -2.9% | +5.1% | +2.9% |
| 6M | +16.9% | -4.8% | +21.7% | +17.8% |
| YTD | +15.7% | +2.8% | +12.9% | +12.7% |
| 1Y | +22.7% | +3.5% | +19.1% | +18.9% |
| 3Y | +93.9% | +43.5% | +50.4% | +61.6% |
| 5Y | +94.6% | +154.2% | -59.6% | +27.8% |
| All | +149.8% | +240.6% | -90.8% | +60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling