+289.3%
INTC vs QSR
+33.2%
+256.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +7.1% | +2.4% | +4.6% | +7.6% |
| 30D | -5.2% | +7.6% | -12.8% | -4.0% |
| 3M | -14.3% | +12.6% | -26.9% | -12.6% |
| 6M | +110.2% | +14.4% | +95.8% | +113.7% |
| YTD | +159.6% | +19.6% | +140.0% | +165.8% |
| 1Y | +289.3% | +33.9% | +255.4% | +331.1% |
| All | +289.3% | +33.2% | +256.0% | +331.1% |
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