+95.7%
QQQ vs HPQ
+51.9%
+43.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.4% | -7.5% | -1.5% |
| 7D | -0.6% | +9.8% | -10.3% | -3.4% |
| 30D | -1.2% | +22.4% | -23.6% | -7.3% |
| 3M | -0.2% | +45.2% | -45.4% | -11.7% |
| 6M | +17.9% | +96.4% | -78.5% | -7.3% |
| YTD | +16.6% | +65.4% | -48.7% | -2.9% |
| 1Y | +23.0% | +31.6% | -8.6% | +10.7% |
| 3Y | +92.9% | +37.0% | +55.9% | +62.4% |
| All | +95.7% | +51.9% | +43.9% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling