-53.9%
QS vs GEN
+33.7%
-87.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -3.1% | -4.7% | -7.1% |
| 7D | -5.6% | -3.0% | -2.6% | -4.9% |
| 30D | -5.8% | +24.7% | -30.5% | -10.6% |
| 3M | -39.2% | +4.1% | -43.3% | -40.6% |
| 6M | -53.9% | +36.0% | -89.9% | -59.2% |
| All | -53.9% | +33.7% | -87.6% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 6mo: compounded portfolio wealth divided by compounded GEN 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…
6mo analysis · Full analysis span regression · 6 months rolling