+18.7%
HPQ vs QID
-38.2%
+56.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.2% |
| 7D | +6.9% | -0.6% | +7.6% | +6.8% |
| 30D | +14.4% | 0.0% | +14.4% | +14.5% |
| 3M | +25.6% | +3.7% | +21.9% | +28.6% |
| 6M | +75.0% | -29.9% | +104.9% | +63.5% |
| YTD | +50.7% | -28.8% | +79.5% | +41.9% |
| 1Y | +18.7% | -37.2% | +55.8% | +6.9% |
| All | +18.7% | -38.2% | +56.8% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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