+197.3%
QSR vs SUI
+193.7%
+3.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.5% |
| 7D | +7.3% | +6.2% | +1.1% | +4.7% |
| 30D | +11.9% | +8.6% | +3.3% | +8.1% |
| 3M | +7.5% | +1.0% | +6.5% | +7.0% |
| 6M | +2.5% | -2.6% | +5.1% | +3.3% |
| YTD | +17.0% | -0.1% | +17.1% | +16.5% |
| 1Y | +18.1% | +0.5% | +17.6% | +17.3% |
| 3Y | +28.6% | +15.3% | +13.4% | +17.9% |
| 5Y | +55.8% | -26.1% | +81.9% | +70.8% |
| 10Y | +140.5% | +117.8% | +22.7% | +64.1% |
| All | +197.3% | +193.7% | +3.7% | +68.7% |
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