+134.0%
QSR vs SUI
+104.7%
+29.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.1% |
| 7D | -2.4% | -4.3% | +1.9% | -0.6% |
| 30D | +5.7% | -2.1% | +7.8% | +6.6% |
| 3M | +6.9% | -6.1% | +13.0% | +9.6% |
| 6M | +6.9% | -12.8% | +19.6% | +12.7% |
| YTD | +14.9% | -4.6% | +19.5% | +16.7% |
| 1Y | +29.1% | -7.7% | +36.8% | +32.7% |
| 3Y | +26.1% | +10.9% | +15.2% | +17.1% |
| 5Y | +42.3% | -32.4% | +74.7% | +62.9% |
| 10Y | +134.0% | +105.7% | +28.3% | +74.8% |
| All | +134.0% | +104.7% | +29.2% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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