+152.0%
QQQM vs XHB
+80.4%
+71.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.1% |
| 7D | -0.6% | -4.6% | +4.1% | +1.7% |
| 30D | -1.2% | -9.1% | +7.9% | +3.3% |
| 3M | -0.1% | -8.6% | +8.5% | +3.8% |
| 6M | +18.0% | -4.0% | +22.0% | +19.1% |
| YTD | +16.7% | -3.9% | +20.6% | +17.1% |
| 1Y | +23.0% | -16.5% | +39.5% | +32.2% |
| 3Y | +93.3% | +22.6% | +70.8% | +61.1% |
| 5Y | +96.3% | +33.9% | +62.3% | +48.7% |
| All | +152.0% | +80.4% | +71.7% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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