+58.6%
QQQI vs HST
+30.1%
+28.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +1.3% | +2.0% | -0.7% | +0.7% |
| 30D | +0.2% | -5.2% | +5.4% | +1.9% |
| 3M | +1.5% | -6.2% | +7.7% | +3.2% |
| 6M | +13.2% | +20.4% | -7.2% | +5.5% |
| YTD | +11.6% | +30.6% | -19.1% | +0.9% |
| 1Y | +18.0% | +37.4% | -19.4% | +4.5% |
| All | +58.6% | +30.1% | +28.5% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 all: compounded portfolio wealth divided by compounded HST 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…
all analysis · Full analysis span regression · 6 months rolling