-40.5%
NOW vs QSR
+15.4%
-55.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.4% | +3.5% |
| 7D | -5.6% | -2.2% | -3.4% | -4.9% |
| 30D | -26.8% | +7.8% | -34.6% | -28.1% |
| 3M | -19.4% | +5.5% | -24.9% | -20.3% |
| 6M | +12.3% | -0.2% | +12.5% | +12.6% |
| YTD | -32.9% | +15.4% | -48.3% | -35.4% |
| All | -40.5% | +15.4% | -55.9% | -42.8% |
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