+39.7%
HPQ vs QID
-80.6%
+120.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.4% | +5.1% |
| 7D | +2.2% | -1.9% | +4.2% | +1.5% |
| 30D | +9.7% | +1.7% | +8.0% | +10.5% |
| 3M | +32.7% | -3.9% | +36.6% | +31.6% |
| 6M | +77.7% | -30.0% | +107.7% | +56.8% |
| YTD | +51.0% | -28.2% | +79.2% | +35.1% |
| 1Y | +18.4% | -35.6% | +54.0% | +2.3% |
| 3Y | +25.6% | -74.3% | +99.8% | -18.1% |
| All | +39.7% | -80.6% | +120.3% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling