+310.6%
BE vs QS
-39.8%
+350.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.5% |
| 7D | +9.7% | -5.0% | +14.7% | +13.5% |
| 30D | +22.4% | -18.3% | +40.7% | +39.6% |
| 3M | +10.4% | -26.0% | +36.4% | +33.4% |
| 6M | +67.9% | -24.0% | +91.9% | +97.7% |
| YTD | +197.5% | -50.3% | +247.8% | +344.8% |
| 1Y | +310.6% | -38.0% | +348.5% | +533.0% |
| All | +310.6% | -39.8% | +350.3% | +533.0% |
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