+190.1%
QSR vs FIVN
+579.8%
-389.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -4.7% | -11.3% | +6.6% | -3.6% |
| 30D | +4.3% | -7.3% | +11.6% | +5.0% |
| 3M | +5.4% | +41.7% | -36.2% | +1.2% |
| 6M | +8.2% | +78.3% | -70.1% | +0.6% |
| YTD | +14.1% | +50.9% | -36.7% | +7.5% |
| 1Y | +28.1% | +19.7% | +8.4% | +23.3% |
| 3Y | +25.3% | -55.7% | +81.0% | +30.8% |
| 5Y | +40.4% | -82.6% | +123.0% | +56.9% |
| 10Y | +132.4% | +113.6% | +18.8% | +89.4% |
| All | +190.1% | +579.8% | -389.6% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 all: compounded portfolio wealth divided by compounded FIVN 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…
all analysis · Full analysis span regression · 6 months rolling