+277.3%
INTC vs QSR
+206.0%
+71.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.2% |
| 7D | +18.0% | -2.4% | +20.3% | +18.8% |
| 30D | +8.9% | +5.7% | +3.2% | +6.6% |
| 3M | -1.6% | +6.9% | -8.5% | -4.6% |
| 6M | +133.1% | +6.9% | +126.2% | +124.8% |
| YTD | +187.9% | +14.9% | +173.0% | +169.7% |
| 1Y | +334.7% | +29.1% | +305.6% | +288.4% |
| 3Y | +184.2% | +26.1% | +158.1% | +154.2% |
| 5Y | +116.0% | +42.3% | +73.7% | +83.4% |
| 10Y | +270.0% | +134.0% | +136.0% | +159.9% |
| All | +277.3% | +206.0% | +71.4% | +151.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling