+1,735.9%
BE vs QS
-20.1%
+1,756.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.0% | +7.6% | +8.9% |
| 7D | +29.8% | +2.2% | +27.6% | +28.9% |
| 30D | +26.4% | -8.1% | +34.4% | +30.1% |
| 3M | +9.3% | -27.0% | +36.4% | +21.8% |
| 6M | +105.1% | -16.4% | +121.5% | +119.7% |
| YTD | +219.0% | -46.4% | +265.4% | +288.4% |
| 1Y | +418.8% | -41.1% | +459.8% | +527.9% |
| All | +1,735.9% | -20.1% | +1,756.0% | +1,689.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling