+33.9%
QSR vs EXR
+1.1%
+32.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.2% |
| 7D | +2.4% | -2.6% | +5.0% | +3.0% |
| 30D | +7.6% | -7.2% | +14.8% | +9.4% |
| 3M | +12.6% | -3.5% | +16.1% | +13.7% |
| 6M | +14.4% | -5.3% | +19.7% | +15.4% |
| YTD | +19.6% | +9.4% | +10.3% | +18.1% |
| 1Y | +33.9% | +1.3% | +32.6% | +32.9% |
| All | +33.9% | +1.1% | +32.8% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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