+1,343.7%
LIN vs QID
-100.0%
+1,443.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +12.7% | -13.4% | +3.9% |
| 7D | +3.6% | +20.2% | -16.6% | +10.9% |
| 30D | +6.4% | +35.3% | -28.9% | +18.9% |
| 3M | +6.5% | +21.3% | -14.8% | +14.6% |
| 6M | +4.9% | +6.7% | -1.9% | +8.4% |
| YTD | +23.4% | -13.6% | +37.0% | +18.8% |
| 1Y | +26.3% | -11.0% | +37.3% | +23.1% |
| 3Y | +38.0% | -69.8% | +107.8% | -5.3% |
| 5Y | +68.0% | -74.1% | +142.1% | +24.4% |
| 10Y | +437.1% | -99.0% | +536.1% | +29.6% |
| All | +1,343.7% | -100.0% | +1,443.7% | +0.7% |
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