+188.0%
HQI price history and return analytics
+364.8%
-176.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.3% |
| 7D | -4.7% | -2.0% | -2.7% | -4.0% |
| 30D | -7.5% | -1.4% | -6.1% | -7.1% |
| 3M | +16.4% | +4.7% | +11.7% | +14.2% |
| 6M | +52.1% | +11.4% | +40.8% | +46.1% |
| YTD | +52.8% | +13.1% | +39.7% | +45.9% |
| 1Y | +71.3% | +19.0% | +52.2% | +60.7% |
| 3Y | -3.1% | +73.9% | -77.0% | -19.3% |
| 5Y | -9.3% | +65.4% | -74.7% | -23.4% |
| 10Y | +286.6% | +225.4% | +61.1% | +172.0% |
| All | +188.0% | +364.8% | -176.8% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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