+18.5%
LIN vs QQQI
+57.7%
-39.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.3% |
| 7D | -4.0% | +0.8% | -4.8% | -4.2% |
| 30D | -4.9% | +0.2% | -5.1% | -5.0% |
| 3M | -9.2% | +2.3% | -11.5% | -10.1% |
| 6M | -2.6% | +11.6% | -14.2% | -6.8% |
| YTD | +10.5% | +11.3% | -0.8% | +5.7% |
| 1Y | -0.1% | +17.4% | -17.5% | -7.0% |
| All | +18.5% | +57.7% | -39.2% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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