+316.0%
HPE vs QQQI
+57.7%
+258.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.9% | +11.6% | +11.1% |
| 7D | +19.4% | -0.3% | +19.8% | +20.2% |
| 30D | +5.6% | -0.3% | +5.9% | +6.4% |
| 3M | +33.1% | +1.3% | +31.7% | +31.1% |
| 6M | +192.5% | +11.5% | +181.0% | +153.8% |
| YTD | +160.9% | +11.3% | +149.6% | +127.3% |
| 1Y | +155.0% | +16.9% | +138.1% | +107.8% |
| All | +316.0% | +57.7% | +258.3% | +143.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling