+28.1%
QSR vs ALLY
+5.1%
+23.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | -4.7% | -3.3% | -1.4% | -4.3% |
| 30D | +4.3% | -4.1% | +8.4% | +4.8% |
| 3M | +5.4% | +1.4% | +4.1% | +5.3% |
| 6M | +8.2% | +14.4% | -6.2% | +6.6% |
| YTD | +14.1% | -4.9% | +19.1% | +14.2% |
| 1Y | +28.1% | +5.5% | +22.6% | +25.8% |
| All | +28.1% | +5.1% | +23.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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