+129.2%
HPE vs QQQI
+19.4%
+109.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.8% |
| 7D | -0.6% | +0.4% | -1.0% | -1.2% |
| 30D | -2.3% | +1.0% | -3.3% | -3.6% |
| 3M | -2.9% | -1.2% | -1.7% | -0.4% |
| 6M | +143.6% | +11.6% | +132.0% | +110.4% |
| YTD | +118.5% | +11.7% | +106.8% | +88.4% |
| 1Y | +129.2% | +18.7% | +110.5% | +74.5% |
| All | +129.2% | +19.4% | +109.9% | +74.5% |
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 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