+1,222.8%
LIN vs QID
-100.0%
+1,322.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.1% |
| 7D | -2.1% | -0.6% | -1.5% | -2.3% |
| 30D | -2.4% | 0.0% | -2.4% | -2.4% |
| 3M | -5.6% | +3.7% | -9.3% | -3.7% |
| 6M | -3.4% | -29.9% | +26.5% | -14.3% |
| YTD | +13.1% | -28.8% | +41.9% | +1.1% |
| 1Y | +2.5% | -37.2% | +39.6% | -12.3% |
| 3Y | +27.6% | -73.7% | +101.3% | -16.4% |
| 5Y | +63.0% | -80.7% | +143.8% | +8.1% |
| 10Y | +359.3% | -99.1% | +458.4% | +5.4% |
| All | +1,222.8% | -100.0% | +1,322.8% | -14.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling