+8.8%
LIN vs Q
+71.3%
-62.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.0% |
| 7D | -2.1% | +0.2% | -2.4% | -2.1% |
| 30D | -2.4% | -11.1% | +8.7% | -2.5% |
| 3M | -5.6% | -22.1% | +16.5% | -5.5% |
| 6M | -3.4% | +0.5% | -3.9% | -3.4% |
| YTD | +13.1% | +47.8% | -34.7% | +12.6% |
| All | +8.8% | +71.3% | -62.5% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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