+40.0%
HLT vs QQQI
+2.7%
+37.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.7% | +3.8% | -0.3% |
| 7D | +3.6% | -8.5% | +12.1% | +5.9% |
| 30D | +14.6% | -12.7% | +27.3% | +18.7% |
| 3M | +13.9% | -7.7% | +21.6% | +16.1% |
| 6M | +18.3% | -4.6% | +22.9% | +17.8% |
| YTD | +28.9% | +2.1% | +26.8% | +22.2% |
| 1Y | +40.0% | +2.1% | +38.0% | +33.1% |
| All | +40.0% | +2.7% | +37.3% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling