+8,471.9%
AMD vs QSR
+130.2%
+8,341.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.3% | +6.9% |
| 7D | +10.0% | +0.1% | +10.0% | +9.9% |
| 30D | +4.6% | +5.9% | -1.3% | +1.9% |
| 3M | +3.1% | +10.5% | -7.3% | -2.3% |
| 6M | +162.8% | +7.7% | +155.1% | +149.4% |
| YTD | +136.2% | +16.8% | +119.4% | +114.0% |
| 1Y | +234.0% | +30.9% | +203.1% | +184.4% |
| 3Y | +376.7% | +28.2% | +348.5% | +302.0% |
| 5Y | +376.3% | +45.0% | +331.4% | +276.8% |
| All | +8,471.9% | +130.2% | +8,341.6% | +4,941.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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