+113.2%
WDC vs QSR
+23.8%
+89.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +5.5% | -12.2% | -4.3% |
| 7D | -18.3% | +5.2% | -23.5% | -16.1% |
| 30D | -26.7% | +12.2% | -38.9% | -22.8% |
| 3M | -40.9% | +7.0% | -48.0% | -38.6% |
| 6M | -26.8% | -0.3% | -26.4% | -23.5% |
| YTD | +88.2% | +18.0% | +70.2% | +103.2% |
| 1Y | +113.2% | +22.6% | +90.6% | +127.1% |
| All | +113.2% | +23.8% | +89.4% | +127.1% |
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