-8.8%
EQT vs QSR
+22.6%
-31.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.6% |
| 7D | -7.2% | +7.6% | -14.8% | -6.4% |
| 30D | -3.5% | +11.8% | -15.4% | -2.3% |
| 3M | -1.2% | +6.4% | -7.6% | -0.3% |
| 6M | -13.3% | -2.1% | -11.2% | -12.8% |
| YTD | -4.7% | +18.3% | -23.0% | -2.7% |
| 1Y | -8.8% | +21.4% | -30.2% | -6.2% |
| All | -8.8% | +22.6% | -31.4% | -6.2% |
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