+35.6%
LIN vs QID
-71.7%
+107.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.4% |
| 7D | +2.0% | +1.8% | +0.2% | +2.3% |
| 30D | +7.9% | +21.6% | -13.8% | +10.5% |
| 3M | +6.3% | +12.6% | -6.3% | +8.0% |
| 6M | +6.5% | +6.9% | -0.4% | +7.8% |
| YTD | +23.6% | -20.5% | +44.1% | +20.2% |
| 1Y | +25.7% | -18.1% | +43.8% | +23.0% |
| 3Y | +35.6% | -70.7% | +106.3% | +15.4% |
| All | +35.6% | -71.7% | +107.3% | +15.4% |
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