+1,341.2%
MU vs QSR
+28.6%
+1,312.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.4% |
| 7D | +7.2% | +0.1% | +7.1% | +7.2% |
| 30D | +14.0% | +5.9% | +8.1% | +13.5% |
| 3M | +5.4% | +10.5% | -5.1% | +4.1% |
| 6M | +170.3% | +7.7% | +162.6% | +166.8% |
| YTD | +250.7% | +16.8% | +233.9% | +239.0% |
| 1Y | +662.1% | +30.9% | +631.2% | +608.4% |
| 3Y | +1,341.2% | +28.2% | +1,313.0% | +1,238.2% |
| All | +1,341.2% | +28.6% | +1,312.6% | +1,238.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling