+2,862.5%
MU vs QSR
+218.5%
+2,644.0%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.2% |
| 7D | +9.0% | +2.4% | +6.5% | +7.7% |
| 30D | +13.8% | +7.6% | +6.2% | +10.0% |
| 3M | +2.1% | +12.6% | -10.5% | -4.5% |
| 6M | +153.8% | +14.4% | +139.4% | +133.5% |
| YTD | +256.4% | +19.6% | +236.8% | +218.3% |
| 1Y | +719.8% | +33.9% | +685.9% | +587.9% |
| 3Y | +1,360.4% | +27.1% | +1,333.3% | +1,124.5% |
| 5Y | +1,312.4% | +48.5% | +1,263.9% | +976.3% |
| 10Y | +6,142.6% | +126.2% | +6,016.4% | +3,547.1% |
| All | +2,862.5% | +218.5% | +2,644.0% | +1,388.5% |
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