+33.9%
QSR vs PSLV
+57.1%
-23.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.1% |
| 7D | +2.4% | -0.6% | +3.1% | +2.4% |
| 30D | +7.6% | +7.3% | +0.4% | +7.5% |
| 3M | +12.6% | -7.4% | +20.1% | +12.8% |
| 6M | +14.4% | -20.3% | +34.7% | +15.1% |
| YTD | +19.6% | -8.2% | +27.9% | +18.5% |
| 1Y | +33.9% | +57.9% | -24.1% | +23.9% |
| All | +33.9% | +57.1% | -23.3% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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