+1,358.5%
LIN vs QID
-100.0%
+1,458.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.6% | +5.5% | -0.7% |
| 7D | +0.3% | -1.1% | +1.5% | +0.3% |
| 30D | +8.0% | +14.4% | -6.4% | +13.9% |
| 3M | +7.7% | +6.7% | +1.0% | +10.8% |
| 6M | +5.1% | +2.6% | +2.5% | +7.3% |
| YTD | +24.7% | -24.2% | +48.9% | +14.7% |
| 1Y | +25.1% | -22.3% | +47.4% | +16.2% |
| 3Y | +36.8% | -72.0% | +108.9% | -8.4% |
| 5Y | +67.9% | -78.2% | +146.0% | +16.9% |
| 10Y | +427.2% | -99.1% | +526.3% | +23.7% |
| All | +1,358.5% | -100.0% | +1,458.5% | -2.8% |
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