+12.3%
QQQ vs HPQ
+18.6%
-6.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -4.9% | +0.7% |
| 7D | -4.6% | -7.8% | +3.1% | -4.3% |
| 30D | -8.5% | -4.9% | -3.6% | -8.3% |
| 3M | -4.3% | +4.9% | -9.2% | -4.7% |
| 6M | +3.1% | +47.1% | -44.0% | 0.0% |
| YTD | +13.0% | +39.5% | -26.5% | +10.3% |
| 1Y | +12.3% | +21.3% | -9.0% | +11.1% |
| All | +12.3% | +18.6% | -6.3% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 1y: compounded portfolio wealth divided by compounded HPQ 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…
1y analysis · Full analysis span regression · 6 months rolling