+1,389.3%
LIN vs QLD
+8,245.8%
-6,856.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +1.9% |
| 7D | +3.3% | -9.4% | +12.7% | +6.8% |
| 30D | +8.8% | -17.1% | +25.8% | +15.7% |
| 3M | +8.6% | -10.4% | +19.0% | +12.0% |
| 6M | +7.0% | +0.7% | +6.3% | +3.8% |
| YTD | +24.3% | +17.7% | +6.5% | +12.6% |
| 1Y | +27.3% | +14.7% | +12.6% | +15.9% |
| 3Y | +38.9% | +169.6% | -130.7% | -14.9% |
| 5Y | +69.4% | +86.7% | -17.3% | +10.3% |
| 10Y | +440.7% | +1,600.8% | -1,160.0% | +16.5% |
| All | +1,389.3% | +8,245.8% | -6,856.5% | +10.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling