+287.5%
CAH vs QID
-99.2%
+386.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -1.0% |
| 7D | -5.1% | +1.3% | -6.4% | -4.9% |
| 30D | +0.2% | +2.9% | -2.8% | +0.8% |
| 3M | +6.3% | -0.7% | +7.0% | +6.4% |
| 6M | +9.4% | -29.7% | +39.1% | +2.4% |
| YTD | +15.0% | -27.9% | +42.8% | +8.4% |
| 1Y | +55.4% | -34.6% | +90.0% | +43.7% |
| 3Y | +173.8% | -73.5% | +247.4% | +113.9% |
| 5Y | +395.2% | -81.0% | +476.2% | +287.3% |
| All | +287.5% | -99.2% | +386.6% | +38.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling