+975.0%
MU vs QSR
+60.3%
+914.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.2% | +13.1% | +12.2% |
| 7D | +2.0% | -2.2% | +4.2% | +2.5% |
| 30D | -18.0% | +7.8% | -25.7% | -20.0% |
| 3M | -6.6% | +5.5% | -12.1% | -8.6% |
| 6M | +2.0% | -0.2% | +2.3% | +1.2% |
| YTD | +184.5% | +15.4% | +169.1% | +162.0% |
| 1Y | +236.9% | +15.3% | +221.6% | +209.3% |
| 3Y | +987.0% | +23.7% | +963.2% | +822.7% |
| All | +975.0% | +60.3% | +914.7% | +605.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling