+517.9%
QQQ vs LIN
+430.8%
+87.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +3.0% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -9.6% | +7.6% | -17.1% | -13.2% |
| 3M | -5.9% | +6.5% | -12.5% | -9.4% |
| 6M | -4.3% | +6.2% | -10.5% | -8.2% |
| YTD | +11.0% | +23.2% | -12.3% | -2.8% |
| 1Y | +11.9% | +25.4% | -13.5% | -3.2% |
| 3Y | +86.7% | +38.3% | +48.4% | +51.0% |
| 5Y | +77.1% | +64.4% | +12.6% | +27.6% |
| 10Y | +517.9% | +417.3% | +100.6% | +148.6% |
| All | +517.9% | +430.8% | +87.1% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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