+190.1%
QSR vs UUUU
+98.7%
+91.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.2% |
| 7D | -4.7% | -5.0% | +0.3% | -4.3% |
| 30D | +4.3% | -7.8% | +12.1% | +4.8% |
| 3M | +5.4% | -0.4% | +5.9% | +4.9% |
| 6M | +8.2% | -32.9% | +41.0% | +10.2% |
| YTD | +14.1% | -6.3% | +20.4% | +11.4% |
| 1Y | +28.1% | +7.9% | +20.2% | +21.7% |
| 3Y | +25.3% | +85.2% | -59.9% | +8.6% |
| 5Y | +40.4% | +97.0% | -56.6% | +15.4% |
| 10Y | +132.4% | +492.6% | -360.2% | +47.1% |
| All | +190.1% | +98.7% | +91.5% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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