+1,649.1%
THC vs QID
-99.1%
+1,748.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -1.9% |
| 7D | +0.1% | -11.8% | +11.9% | -4.8% |
| 30D | +7.5% | +14.2% | -6.7% | +14.4% |
| 3M | +7.5% | +8.8% | -1.3% | +12.3% |
| 6M | +46.4% | +1.5% | +45.0% | +49.1% |
| YTD | +44.4% | -23.8% | +68.1% | +30.8% |
| 1Y | +43.4% | -22.0% | +65.4% | +32.0% |
| 3Y | +433.3% | -71.9% | +505.2% | +233.9% |
| 5Y | +262.5% | -77.6% | +340.1% | +147.0% |
| All | +1,649.1% | -99.1% | +1,748.2% | +279.2% |
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