+36.7%
LIN vs QID
-71.4%
+108.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +1.0% |
| 7D | +2.1% | -7.1% | +9.2% | +1.3% |
| 30D | +6.8% | +12.6% | -5.9% | +8.4% |
| 3M | +10.4% | +14.2% | -3.9% | +12.3% |
| 6M | +3.2% | +6.2% | -3.0% | +4.4% |
| YTD | +24.6% | -21.8% | +46.4% | +20.9% |
| 1Y | +24.4% | -23.1% | +47.5% | +20.5% |
| 3Y | +36.7% | -71.3% | +108.1% | +15.0% |
| All | +36.7% | -71.4% | +108.1% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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