+281.3%
HPQ vs QID
-100.0%
+381.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.1% |
| 7D | +6.9% | -0.6% | +7.6% | +6.6% |
| 30D | +14.4% | 0.0% | +14.4% | +14.6% |
| 3M | +25.6% | +3.7% | +21.9% | +28.8% |
| 6M | +75.0% | -29.9% | +104.9% | +52.2% |
| YTD | +50.7% | -28.8% | +79.5% | +32.4% |
| 1Y | +18.7% | -37.2% | +55.8% | -0.4% |
| 3Y | +21.5% | -73.7% | +95.2% | -23.3% |
| 5Y | +31.6% | -80.7% | +112.3% | -14.1% |
| 10Y | +216.1% | -99.1% | +315.2% | -31.8% |
| All | +281.3% | -100.0% | +381.3% | -73.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling