+719.8%
MU vs QSR
+33.2%
+686.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | +2.4% | +6.5% | +9.9% |
| 30D | +13.8% | +7.6% | +6.2% | +16.6% |
| 3M | +2.1% | +12.6% | -10.5% | +6.7% |
| 6M | +153.8% | +14.4% | +139.4% | +166.3% |
| YTD | +256.4% | +19.6% | +236.8% | +278.1% |
| 1Y | +719.8% | +33.9% | +685.9% | +713.0% |
| All | +719.8% | +33.2% | +686.5% | +713.0% |
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 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