+55.0%
HQI vs SPY
+13.4%
+41.6%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +1.2% |
| 7D | -0.6% | -0.8% | +0.2% | -0.5% |
| 30D | -3.2% | -1.1% | -2.1% | -3.0% |
| 3M | +13.6% | +3.9% | +9.8% | +11.8% |
| 6M | +55.0% | +13.6% | +41.4% | +33.7% |
| All | +55.0% | +13.4% | +41.6% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 6mo: compounded portfolio wealth divided by compounded SPY 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…
6mo analysis · Full analysis span regression · 6 months rolling