+9.0%
HCA vs QID
-21.1%
+30.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -1.8% | +12.2% | +10.4% |
| 7D | +10.2% | +9.8% | +0.5% | +9.5% |
| 30D | +17.4% | +18.9% | -1.5% | +16.1% |
| 3M | +27.7% | +9.6% | +18.1% | +26.7% |
| 6M | +20.0% | -7.8% | +27.8% | +18.0% |
| YTD | +10.0% | -23.3% | +33.3% | +6.1% |
| 1Y | +9.0% | -22.0% | +31.0% | +5.1% |
| All | +9.0% | -21.1% | +30.1% | +5.1% |
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