+494.4%
TEAM vs QSR
+135.2%
+359.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.2% |
| 7D | -5.2% | -4.0% | -1.2% | -3.6% |
| 30D | +15.8% | +2.8% | +13.0% | +14.4% |
| 3M | +101.5% | +5.1% | +96.4% | +97.7% |
| 6M | +138.2% | +8.8% | +129.4% | +129.7% |
| YTD | +10.8% | +14.8% | -4.0% | +4.5% |
| 1Y | +1.7% | +25.7% | -24.0% | -8.0% |
| 3Y | -16.0% | +27.5% | -43.6% | -25.5% |
| 5Y | -52.7% | +41.3% | -94.0% | -60.2% |
| All | +494.4% | +135.2% | +359.3% | +322.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling