+133.1%
QSR vs BUD
-22.3%
+155.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.3% |
| 7D | -4.0% | -2.6% | -1.4% | -2.9% |
| 30D | +2.8% | -1.2% | +4.0% | +3.2% |
| 3M | +5.1% | -4.9% | +10.0% | +7.1% |
| 6M | +8.8% | +9.3% | -0.5% | +4.2% |
| YTD | +14.8% | +24.0% | -9.1% | +3.8% |
| 1Y | +25.7% | +34.5% | -8.8% | +9.5% |
| 3Y | +27.5% | +43.7% | -16.1% | +5.5% |
| 5Y | +41.3% | +46.0% | -4.8% | +12.5% |
| All | +133.1% | -22.3% | +155.3% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling