-88.6%
QS vs SUI
-26.3%
-62.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.5% | +5.6% | +5.1% |
| 7D | +5.4% | +6.2% | -0.8% | +1.0% |
| 30D | -5.3% | +8.6% | -13.9% | -11.3% |
| 3M | -22.6% | +1.0% | -23.6% | -23.8% |
| 6M | -46.2% | -2.6% | -43.6% | -46.6% |
| YTD | -58.9% | -0.1% | -58.8% | -60.3% |
| 1Y | -73.1% | +0.5% | -73.6% | -74.2% |
| 3Y | -27.2% | +15.3% | -42.5% | -41.2% |
| All | -88.6% | -26.3% | -62.3% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 5y: compounded portfolio wealth divided by compounded SUI 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…
5y analysis · Full analysis span regression · 6 months rolling