+366.8%
LIN vs QSR
+218.5%
+148.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -0.9% |
| 7D | -2.1% | +2.4% | -4.6% | -2.9% |
| 30D | -2.4% | +7.6% | -10.1% | -4.8% |
| 3M | -5.6% | +12.6% | -18.2% | -9.4% |
| 6M | -3.4% | +14.4% | -17.8% | -8.1% |
| YTD | +13.1% | +19.6% | -6.5% | +5.7% |
| 1Y | +2.5% | +33.9% | -31.4% | -8.0% |
| 3Y | +27.6% | +27.1% | +0.5% | +14.9% |
| 5Y | +63.0% | +48.5% | +14.5% | +37.8% |
| 10Y | +359.3% | +126.2% | +233.1% | +228.4% |
| All | +366.8% | +218.5% | +148.3% | +210.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling