+127.0%
CAH vs QQQI
+57.7%
+69.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -5.1% | -0.3% | -4.8% | -5.1% |
| 30D | +0.2% | -0.3% | +0.5% | +0.2% |
| 3M | +6.3% | +1.3% | +4.9% | +6.0% |
| 6M | +9.4% | +11.5% | -2.1% | +6.6% |
| YTD | +15.0% | +11.3% | +3.7% | +12.1% |
| 1Y | +55.4% | +16.9% | +38.6% | +49.6% |
| All | +127.0% | +57.7% | +69.4% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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