+361.7%
TXG vs QSR
+33.2%
+328.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +1.8% | +2.4% | -0.6% | +1.2% |
| 30D | +32.0% | +7.6% | +24.4% | +29.7% |
| 3M | +87.0% | +12.6% | +74.4% | +80.6% |
| 6M | +180.1% | +14.4% | +165.7% | +163.6% |
| YTD | +284.1% | +19.6% | +264.5% | +255.6% |
| 1Y | +361.7% | +33.9% | +327.8% | +297.2% |
| All | +361.7% | +33.2% | +328.4% | +297.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling