+131.7%
QSR vs RACE
+832.2%
-700.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.2% | -1.2% |
| 7D | -4.7% | -2.2% | -2.5% | -4.0% |
| 30D | +4.3% | -0.4% | +4.7% | +4.4% |
| 3M | +5.4% | +17.9% | -12.5% | -0.5% |
| 6M | +8.2% | +19.3% | -11.1% | +1.0% |
| YTD | +14.1% | +11.9% | +2.3% | +8.4% |
| 1Y | +28.1% | -12.7% | +40.8% | +31.7% |
| 3Y | +25.3% | +41.1% | -15.8% | +2.6% |
| 5Y | +40.4% | +94.1% | -53.7% | -2.0% |
| All | +131.7% | +832.2% | -700.6% | -2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling