-5.8%
HD vs QQQI
+58.1%
-63.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -1.2% | +1.3% | -2.5% | -1.8% |
| 30D | -11.1% | +0.2% | -11.3% | -11.2% |
| 3M | +2.0% | +1.5% | +0.5% | +1.1% |
| 6M | -10.5% | +13.2% | -23.7% | -16.1% |
| YTD | -6.9% | +11.6% | -18.4% | -12.2% |
| 1Y | -23.2% | +18.0% | -41.2% | -29.8% |
| All | -5.8% | +58.1% | -63.8% | -27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling