+152.0%
QQQM vs HPQ
+120.6%
+31.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.4% | -7.5% | -1.5% |
| 7D | -0.6% | +9.8% | -10.3% | -3.3% |
| 30D | -1.2% | +22.4% | -23.6% | -7.1% |
| 3M | -0.1% | +45.2% | -45.3% | -11.2% |
| 6M | +18.0% | +96.4% | -78.5% | -6.3% |
| YTD | +16.7% | +65.4% | -48.7% | -2.1% |
| 1Y | +23.0% | +31.6% | -8.5% | +11.0% |
| 3Y | +93.3% | +37.0% | +56.3% | +64.7% |
| 5Y | +96.3% | +53.0% | +43.3% | +63.9% |
| All | +152.0% | +120.6% | +31.4% | +92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling