+1,039.2%
THC vs QID
-99.1%
+1,138.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +4.1% |
| 7D | +4.1% | -1.9% | +6.0% | +3.2% |
| 30D | +3.5% | +1.7% | +1.8% | +4.3% |
| 3M | +61.7% | -3.9% | +65.7% | +59.5% |
| 6M | +11.8% | -30.0% | +41.8% | -3.4% |
| YTD | +35.4% | -28.2% | +63.6% | +18.5% |
| 1Y | +37.0% | -35.6% | +72.7% | +15.0% |
| 3Y | +260.1% | -74.3% | +334.4% | +116.2% |
| 5Y | +262.6% | -80.8% | +343.4% | +128.3% |
| 10Y | +1,039.2% | -99.2% | +1,138.4% | +91.3% |
| All | +1,039.2% | -99.1% | +1,138.3% | +91.3% |
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