+36.5%
HPQ vs QQQI
+57.7%
-21.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.9% | +7.5% | +7.7% |
| 7D | +9.8% | -0.3% | +10.1% | +10.1% |
| 30D | +22.4% | -0.3% | +22.6% | +22.6% |
| 3M | +45.2% | +1.3% | +43.8% | +42.9% |
| 6M | +96.4% | +11.5% | +84.9% | +77.3% |
| YTD | +65.4% | +11.3% | +54.1% | +49.3% |
| 1Y | +31.6% | +16.9% | +14.7% | +13.3% |
| All | +36.5% | +57.7% | -21.2% | -6.5% |
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