+361.3%
LIN vs QLD
+1,646.9%
-1,285.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -2.1% | +0.6% | -2.7% | -2.3% |
| 30D | -2.4% | -0.1% | -2.3% | -2.5% |
| 3M | -5.6% | -8.4% | +2.8% | -4.4% |
| 6M | -3.4% | +32.2% | -35.6% | -12.8% |
| YTD | +13.1% | +28.9% | -15.8% | +2.6% |
| 1Y | +2.5% | +43.8% | -41.4% | -10.8% |
| 3Y | +27.6% | +176.6% | -149.0% | -14.3% |
| 5Y | +63.0% | +121.6% | -58.5% | +10.5% |
| All | +361.3% | +1,646.9% | -1,285.6% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling