+63.3%
LIN vs QS
-86.5%
+149.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.1% | -5.3% | -1.3% |
| 7D | +0.2% | +5.4% | -5.2% | -0.1% |
| 30D | +6.5% | -5.3% | +11.8% | +6.6% |
| 3M | +5.5% | -22.6% | +28.1% | +6.5% |
| 6M | +3.3% | -46.2% | +49.5% | +5.7% |
| YTD | +22.0% | -58.9% | +81.0% | +26.2% |
| 1Y | +25.7% | -73.1% | +98.8% | +32.8% |
| 3Y | +36.2% | -27.2% | +63.4% | +26.5% |
| All | +63.3% | -86.5% | +149.8% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 5y: compounded portfolio wealth divided by compounded QS 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…
5y analysis · Full analysis span regression · 6 months rolling