+96.4%
QQQM vs HUT
+107.4%
-10.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.8% | -7.9% | -0.1% |
| 7D | -0.6% | +5.4% | -6.0% | -1.2% |
| 30D | -1.2% | +8.6% | -9.8% | -2.5% |
| 3M | -0.1% | -15.2% | +15.1% | +0.4% |
| 6M | +18.0% | +92.9% | -74.9% | +6.5% |
| YTD | +16.7% | +114.6% | -97.9% | +2.9% |
| 1Y | +23.0% | +208.5% | -185.5% | +1.8% |
| 3Y | +93.3% | +821.5% | -728.2% | +25.1% |
| All | +96.4% | +107.4% | -10.9% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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