+358.4%
LIN vs QSR
+122.5%
+235.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.4% | -1.1% |
| 7D | -3.5% | +0.1% | -3.5% | -3.5% |
| 30D | -4.1% | +5.9% | -10.0% | -6.1% |
| 3M | -6.4% | +10.5% | -16.8% | -9.8% |
| 6M | -2.4% | +7.7% | -10.1% | -5.5% |
| YTD | +10.9% | +16.8% | -5.9% | +4.0% |
| 1Y | 0.0% | +30.9% | -30.9% | -10.3% |
| 3Y | +25.8% | +28.2% | -2.4% | +11.8% |
| 5Y | +60.8% | +45.0% | +15.9% | +34.9% |
| 10Y | +358.4% | +127.3% | +231.1% | +218.1% |
| All | +358.4% | +122.5% | +235.9% | +218.1% |
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 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