+115.1%
HPE vs QQQI
+8.9%
+106.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.0% | -6.7% | -7.4% |
| 7D | -17.0% | -4.2% | -12.7% | -10.3% |
| 30D | -26.7% | -7.1% | -19.6% | -16.3% |
| 3M | -4.1% | -2.7% | -1.5% | +1.9% |
| 6M | +75.4% | +2.0% | +73.4% | +77.5% |
| YTD | +111.0% | +8.2% | +102.8% | +96.7% |
| All | +115.1% | +8.9% | +106.1% | +101.2% |
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