+270.0%
HPE vs QQQI
+56.3%
+213.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.3% | -4.9% |
| 7D | +1.4% | -1.0% | +2.5% | +3.1% |
| 30D | +1.5% | -0.6% | +2.1% | +2.6% |
| 3M | +21.7% | +3.4% | +18.4% | +16.3% |
| 6M | +164.2% | +10.6% | +153.5% | +131.6% |
| YTD | +132.1% | +10.3% | +121.7% | +104.6% |
| 1Y | +130.6% | +16.3% | +114.3% | +89.1% |
| All | +270.0% | +56.3% | +213.7% | +118.8% |
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