+243.8%
HPQ vs QID
-99.2%
+343.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -1.8% | +10.2% | +7.7% |
| 7D | +9.8% | +1.3% | +8.5% | +10.4% |
| 30D | +22.4% | +2.9% | +19.4% | +24.0% |
| 3M | +45.2% | -0.7% | +45.9% | +45.7% |
| 6M | +96.4% | -29.7% | +126.1% | +72.3% |
| YTD | +65.4% | -27.9% | +93.3% | +47.2% |
| 1Y | +31.6% | -34.6% | +66.1% | +13.5% |
| 3Y | +37.0% | -73.5% | +110.6% | -11.3% |
| 5Y | +53.0% | -81.0% | +134.0% | +1.3% |
| All | +243.8% | -99.2% | +343.0% | -20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling