+58.2%
QQQI vs HDB
-13.4%
+71.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.9% | -6.0% | -0.1% |
| 7D | -0.3% | +0.7% | -1.0% | -0.5% |
| 30D | -0.3% | +1.0% | -1.3% | -0.5% |
| 3M | +1.3% | -2.0% | +3.3% | +1.3% |
| 6M | +11.5% | -18.1% | +29.6% | +14.1% |
| YTD | +11.3% | -36.1% | +47.4% | +17.5% |
| 1Y | +16.9% | -34.0% | +50.9% | +22.8% |
| All | +58.2% | -13.4% | +71.6% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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