0.0%
LIN vs QSR
+29.1%
-29.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.4% | -1.7% |
| 7D | -3.5% | +0.1% | -3.5% | -3.4% |
| 30D | -4.1% | +5.9% | -10.0% | -4.6% |
| 3M | -6.4% | +10.5% | -16.8% | -7.1% |
| 6M | -2.4% | +7.7% | -10.1% | -3.5% |
| YTD | +10.9% | +16.8% | -5.9% | +8.5% |
| 1Y | 0.0% | +30.9% | -30.9% | -3.6% |
| All | 0.0% | +29.1% | -29.1% | -3.6% |
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