-7.2%
HD vs QQQI
+57.7%
-64.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | -3.8% | -0.3% | -3.5% | -3.7% |
| 30D | -9.4% | -0.3% | -9.2% | -9.3% |
| 3M | -4.6% | +1.3% | -5.9% | -5.3% |
| 6M | -10.1% | +11.5% | -21.6% | -15.2% |
| YTD | -8.3% | +11.3% | -19.6% | -13.5% |
| 1Y | -25.0% | +16.9% | -41.9% | -31.2% |
| All | -7.2% | +57.7% | -64.9% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 10y: compounded portfolio wealth divided by compounded QQQI 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…
10y analysis · Full analysis span regression · 6 months rolling