+40.4%
QSR vs BUD
+44.8%
-4.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -4.7% | -3.2% | -1.5% | -3.8% |
| 30D | +4.3% | -3.7% | +8.0% | +5.4% |
| 3M | +5.4% | -4.4% | +9.9% | +6.8% |
| 6M | +8.2% | +7.7% | +0.4% | +5.4% |
| YTD | +14.1% | +23.1% | -8.9% | +6.4% |
| 1Y | +28.1% | +33.6% | -5.5% | +16.3% |
| 3Y | +25.3% | +44.7% | -19.4% | +9.0% |
| 5Y | +40.4% | +44.9% | -4.5% | +18.8% |
| All | +40.4% | +44.8% | -4.4% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling