+1,731.8%
HCA vs QID
-99.9%
+1,831.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.4% | +5.1% |
| 7D | +4.9% | -1.9% | +6.8% | +4.3% |
| 30D | +1.9% | +1.7% | +0.2% | +2.4% |
| 3M | +12.7% | -3.9% | +16.7% | +11.8% |
| 6M | -22.3% | -30.0% | +7.6% | -29.9% |
| YTD | -9.3% | -28.2% | +18.9% | -17.3% |
| 1Y | +2.7% | -35.6% | +38.4% | -9.1% |
| 3Y | +57.8% | -74.3% | +132.1% | +8.6% |
| 5Y | +70.3% | -80.8% | +151.1% | +19.5% |
| 10Y | +499.7% | -99.2% | +598.8% | +63.6% |
| All | +1,731.8% | -99.9% | +1,831.7% | +154.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling