+1,051.3%
NOW vs QSR
+218.5%
+832.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -2.9% |
| 7D | -2.4% | +2.4% | -4.8% | -3.3% |
| 30D | +20.5% | +7.6% | +12.9% | +17.0% |
| 3M | +18.3% | +12.6% | +5.7% | +12.7% |
| 6M | +24.1% | +14.4% | +9.7% | +17.0% |
| YTD | -7.8% | +19.6% | -27.4% | -14.9% |
| 1Y | -21.4% | +33.9% | -55.3% | -30.9% |
| 3Y | +19.5% | +27.1% | -7.6% | +5.2% |
| 5Y | +4.1% | +48.5% | -44.5% | -14.4% |
| 10Y | +826.4% | +126.2% | +700.2% | +512.0% |
| All | +1,051.3% | +218.5% | +832.8% | +569.9% |
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