+28.9%
SYY vs QSR
+25.8%
+3.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | +3.9% | -4.0% | +8.0% | +4.8% |
| 30D | -1.7% | +2.8% | -4.5% | -2.4% |
| 3M | +5.2% | +5.1% | +0.1% | +3.9% |
| 6M | -0.2% | +8.8% | -9.0% | -2.3% |
| YTD | +15.4% | +14.8% | +0.5% | +11.1% |
| 1Y | +5.6% | +25.7% | -20.1% | -0.9% |
| 3Y | +28.9% | +27.5% | +1.3% | +14.5% |
| All | +28.9% | +25.8% | +3.1% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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