+153.2%
QQQM vs THC
+845.8%
-692.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.2% |
| 7D | +1.5% | -2.6% | +4.0% | +1.9% |
| 30D | -0.7% | -1.2% | +0.5% | -0.5% |
| 3M | +0.4% | +58.9% | -58.5% | -7.5% |
| 6M | +20.1% | +9.3% | +10.7% | +17.5% |
| YTD | +17.2% | +30.4% | -13.1% | +10.9% |
| 1Y | +24.7% | +34.6% | -9.8% | +16.9% |
| 3Y | +96.6% | +246.7% | -150.1% | +51.3% |
| 5Y | +95.0% | +244.5% | -149.5% | +45.1% |
| All | +153.2% | +845.8% | -692.6% | +85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling