+67.2%
CAH vs QID
-38.2%
+105.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +5.4% | -0.6% | +6.0% | +5.4% |
| 30D | +3.3% | 0.0% | +3.3% | +3.3% |
| 3M | +22.8% | +3.7% | +19.1% | +22.1% |
| 6M | +11.3% | -29.9% | +41.1% | +10.5% |
| YTD | +21.1% | -28.8% | +49.9% | +20.4% |
| 1Y | +67.2% | -37.2% | +104.4% | +63.3% |
| All | +67.2% | -38.2% | +105.4% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling