+152.0%
QQQM vs HUBS
-30.0%
+182.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.7% |
| 7D | -0.6% | -9.0% | +8.4% | +1.3% |
| 30D | -1.2% | +7.2% | -8.4% | -3.1% |
| 3M | -0.1% | +20.9% | -21.0% | -6.2% |
| 6M | +18.0% | -13.0% | +31.0% | +16.5% |
| YTD | +16.7% | -43.8% | +60.5% | +27.2% |
| 1Y | +23.0% | -54.6% | +77.7% | +40.7% |
| 3Y | +93.3% | -58.5% | +151.8% | +119.2% |
| 5Y | +96.3% | -66.4% | +162.7% | +111.9% |
| All | +152.0% | -30.0% | +182.1% | +128.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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