+558.6%
QQQ vs HPQ
+259.7%
+298.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.4% | -7.5% | -1.8% |
| 7D | -0.6% | +9.8% | -10.3% | -3.7% |
| 30D | -1.2% | +22.4% | -23.6% | -8.0% |
| 3M | -0.2% | +45.2% | -45.4% | -12.8% |
| 6M | +17.9% | +96.4% | -78.5% | -8.9% |
| YTD | +16.6% | +65.4% | -48.7% | -4.5% |
| 1Y | +23.0% | +31.6% | -8.6% | +8.7% |
| 3Y | +92.9% | +37.0% | +55.9% | +61.8% |
| 5Y | +95.6% | +53.0% | +42.6% | +54.3% |
| All | +558.6% | +259.7% | +298.8% | +294.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling