+26.8%
QSR vs WU
-29.2%
+55.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -4.7% | -5.0% | +0.3% | -3.7% |
| 30D | +4.3% | -2.3% | +6.6% | +4.8% |
| 3M | +5.4% | -3.2% | +8.7% | +5.2% |
| 6M | +8.2% | -25.0% | +33.2% | +14.0% |
| YTD | +14.1% | -21.7% | +35.8% | +18.9% |
| 1Y | +28.1% | -9.0% | +37.1% | +28.2% |
| All | +26.8% | -29.2% | +55.9% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling