+63.3%
LIN vs QID
-74.8%
+138.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -1.7% |
| 7D | +0.2% | +9.4% | -9.2% | +2.2% |
| 30D | +6.5% | +31.2% | -24.8% | +12.8% |
| 3M | +5.5% | +17.4% | -11.9% | +9.3% |
| 6M | +3.3% | +8.4% | -5.1% | +5.7% |
| YTD | +22.0% | -15.8% | +37.8% | +18.4% |
| 1Y | +25.7% | -16.3% | +42.1% | +22.0% |
| 3Y | +36.2% | -70.4% | +106.6% | +5.0% |
| All | +63.3% | -74.8% | +138.1% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling