+12.3%
QQQ vs LIN
+24.8%
-12.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.2% |
| 7D | +3.6% | +2.1% | +1.5% | +3.7% |
| 30D | -6.7% | +6.8% | -13.5% | -6.4% |
| 3M | -7.0% | +10.4% | -17.4% | -6.6% |
| 6M | -4.7% | +3.2% | -7.8% | -4.4% |
| YTD | +11.1% | +24.6% | -13.5% | +11.2% |
| 1Y | +12.3% | +24.4% | -12.1% | +12.3% |
| All | +12.3% | +24.8% | -12.5% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling