+755.6%
GOOGL vs QSR
+135.2%
+620.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.6% |
| 7D | 0.0% | -4.0% | +4.0% | +1.4% |
| 30D | -1.4% | +2.8% | -4.2% | -2.4% |
| 3M | -5.3% | +5.1% | -10.4% | -7.3% |
| 6M | +9.8% | +8.8% | +1.0% | +6.0% |
| YTD | +8.4% | +14.8% | -6.5% | +2.2% |
| 1Y | +41.2% | +25.7% | +15.5% | +28.6% |
| 3Y | +149.6% | +27.5% | +122.0% | +121.5% |
| 5Y | +142.6% | +41.3% | +101.3% | +105.0% |
| All | +755.6% | +135.2% | +620.4% | +484.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling