+84.5%
AAPL vs QS
-26.0%
+110.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.3% | +3.6% |
| 7D | -0.5% | -5.0% | +4.5% | -0.2% |
| 30D | +7.1% | -18.3% | +25.4% | +8.3% |
| 3M | +12.1% | -26.0% | +38.1% | +13.7% |
| 6M | +25.4% | -24.0% | +49.5% | +26.6% |
| YTD | +20.5% | -50.3% | +70.7% | +24.4% |
| 1Y | +44.5% | -38.0% | +82.5% | +45.7% |
| All | +84.5% | -26.0% | +110.5% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 3y: compounded portfolio wealth divided by compounded QS 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…
3y analysis · Full analysis span regression · 6 months rolling