+22.6%
QSR vs RACE
+10.6%
+12.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.3% | +1.2% | +4.8% |
| 7D | +5.2% | +9.9% | -4.7% | +3.8% |
| 30D | +12.2% | +12.8% | -0.6% | +10.3% |
| 3M | +7.0% | +7.4% | -0.3% | +5.9% |
| 6M | -0.3% | +27.6% | -27.9% | -3.0% |
| YTD | +18.0% | +18.4% | -0.4% | +15.0% |
| 1Y | +22.6% | +9.5% | +13.1% | +23.0% |
| All | +22.6% | +10.6% | +12.1% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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