+204.1%
QSR vs SUI
+188.7%
+15.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +2.4% | -2.8% | +5.3% | +3.6% |
| 30D | +7.6% | -1.2% | +8.8% | +8.1% |
| 3M | +12.6% | -1.7% | +14.4% | +13.4% |
| 6M | +14.4% | -10.5% | +24.8% | +19.4% |
| YTD | +19.6% | -1.8% | +21.5% | +20.1% |
| 1Y | +33.9% | -4.1% | +38.0% | +35.4% |
| 3Y | +27.1% | +11.3% | +15.9% | +18.0% |
| 5Y | +48.5% | -32.1% | +80.6% | +69.4% |
| 10Y | +126.2% | +110.4% | +15.8% | +56.3% |
| All | +204.1% | +188.7% | +15.4% | +73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling