+45.0%
QSR vs SUI
-32.1%
+77.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.9% |
| 7D | +0.1% | -3.1% | +3.2% | +1.0% |
| 30D | +5.9% | -2.3% | +8.2% | +6.7% |
| 3M | +10.5% | -2.8% | +13.3% | +11.4% |
| 6M | +7.7% | -12.4% | +20.1% | +11.7% |
| YTD | +16.8% | -3.3% | +20.1% | +17.7% |
| 1Y | +30.9% | -5.8% | +36.7% | +32.8% |
| 3Y | +28.2% | +12.5% | +15.7% | +21.9% |
| 5Y | +45.0% | -32.9% | +77.8% | +60.6% |
| All | +45.0% | -32.1% | +77.1% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling