+398.3%
CAH vs QID
-80.2%
+478.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -1.5% |
| 7D | -5.1% | +2.7% | -7.8% | -4.8% |
| 30D | -1.8% | +3.3% | -5.1% | -1.5% |
| 3M | +9.4% | -5.5% | +14.9% | +8.9% |
| 6M | +9.2% | -28.4% | +37.6% | +5.8% |
| YTD | +15.7% | -26.6% | +42.2% | +12.5% |
| 1Y | +59.7% | -34.1% | +93.9% | +53.6% |
| 3Y | +178.5% | -73.7% | +252.2% | +144.4% |
| 5Y | +398.3% | -80.7% | +478.9% | +329.6% |
| All | +398.3% | -80.2% | +478.4% | +329.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling