+27.5%
QSR vs HRB
+25.9%
+1.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -4.0% | -8.0% | +4.0% | -2.9% |
| 30D | +2.8% | -16.0% | +18.7% | +5.2% |
| 3M | +5.1% | +26.9% | -21.8% | +1.5% |
| 6M | +8.8% | +51.1% | -42.3% | +2.1% |
| YTD | +14.8% | +7.1% | +7.8% | +13.0% |
| 1Y | +25.7% | -9.6% | +35.3% | +27.1% |
| 3Y | +27.5% | +25.4% | +2.1% | +16.2% |
| All | +27.5% | +25.9% | +1.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 3y: compounded portfolio wealth divided by compounded HRB 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…
3y analysis · Full analysis span regression · 6 months rolling