+25.1%
GILD vs QSR
+28.6%
-3.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -4.8% | -4.0% | -0.8% | -3.9% |
| 30D | +5.8% | +2.8% | +3.0% | +5.1% |
| 3M | +14.9% | +5.1% | +9.8% | +13.7% |
| 6M | -0.4% | +8.8% | -9.2% | -2.3% |
| YTD | +18.5% | +14.8% | +3.7% | +15.6% |
| 1Y | +25.1% | +25.7% | -0.6% | +22.7% |
| All | +25.1% | +28.6% | -3.5% | +22.7% |
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