+599.3%
MU vs QSR
+28.0%
+571.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -5.1% |
| 7D | +2.0% | -4.7% | +6.7% | +0.4% |
| 30D | +12.5% | +4.3% | +8.2% | +14.4% |
| 3M | +9.6% | +5.4% | +4.2% | +12.4% |
| 6M | +142.6% | +8.2% | +134.5% | +151.3% |
| YTD | +242.7% | +14.1% | +228.5% | +260.0% |
| 1Y | +599.3% | +28.1% | +571.2% | +577.1% |
| All | +599.3% | +28.0% | +571.3% | +577.1% |
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