+780.0%
NOW vs QSR
+133.7%
+646.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | -9.9% | -4.7% | -5.2% | -8.2% |
| 30D | +2.8% | +4.3% | -1.5% | +1.1% |
| 3M | +23.7% | +5.4% | +18.2% | +21.1% |
| 6M | +12.5% | +8.2% | +4.3% | +8.4% |
| YTD | -14.4% | +14.1% | -28.5% | -19.5% |
| 1Y | -29.0% | +28.1% | -57.1% | -36.5% |
| 3Y | +9.3% | +25.3% | -16.0% | -3.3% |
| 5Y | +1.2% | +40.4% | -39.2% | -15.2% |
| All | +780.0% | +133.7% | +646.2% | +470.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling