+133.1%
QSR vs IBN
+324.2%
-191.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.1% |
| 7D | -4.0% | -3.0% | -1.0% | -3.1% |
| 30D | +2.8% | -1.5% | +4.3% | +3.2% |
| 3M | +5.1% | +7.9% | -2.8% | +2.7% |
| 6M | +8.8% | +8.6% | +0.2% | +5.9% |
| YTD | +14.8% | -0.6% | +15.4% | +14.4% |
| 1Y | +25.7% | -7.3% | +33.1% | +27.7% |
| 3Y | +27.5% | +26.2% | +1.3% | +16.5% |
| 5Y | +41.3% | +57.8% | -16.6% | +18.4% |
| All | +133.1% | +324.2% | -191.1% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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