-24.7%
BAX vs QSR
+211.0%
-235.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.4% | -1.4% | -3.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -9.7% | +5.9% | -15.7% | -11.1% |
| 3M | +29.3% | +10.5% | +18.8% | +26.1% |
| 6M | +40.7% | +7.7% | +33.0% | +37.9% |
| YTD | +30.3% | +16.8% | +13.5% | +25.4% |
| 1Y | +3.4% | +30.9% | -27.5% | -3.1% |
| 3Y | -32.0% | +28.2% | -60.2% | -36.3% |
| 5Y | -66.9% | +45.0% | -111.8% | -70.0% |
| 10Y | -37.1% | +127.3% | -164.4% | -49.3% |
| All | -24.7% | +211.0% | -235.7% | -43.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling