+34.5%
BBY vs QSR
+23.8%
+10.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.5% | +2.5% | +5.7% |
| 7D | +4.5% | +5.2% | -0.6% | +2.4% |
| 30D | +16.0% | +12.2% | +3.8% | +11.1% |
| 3M | +18.6% | +7.0% | +11.6% | +15.3% |
| 6M | +80.1% | -0.3% | +80.4% | +78.5% |
| YTD | +57.4% | +18.0% | +39.4% | +42.9% |
| 1Y | +34.5% | +22.6% | +11.9% | +18.0% |
| All | +34.5% | +23.8% | +10.7% | +18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling