+55.3%
BE vs QS
-71.4%
+126.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +7.5% | -13.9% | -12.4% |
| 7D | -12.1% | +4.5% | -16.6% | -15.6% |
| 30D | -30.1% | -4.1% | -26.0% | -28.3% |
| 3M | -12.1% | -22.1% | +10.0% | +5.4% |
| 6M | -30.6% | -38.4% | +7.8% | -1.7% |
| YTD | +130.6% | -57.5% | +188.1% | +352.8% |
| 1Y | +55.3% | -71.3% | +126.6% | +383.3% |
| All | +55.3% | -71.4% | +126.7% | +383.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling