+80.7%
QQQ vs LIN
+36.4%
+44.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.7% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | -13.4% | +6.5% | -19.9% | -15.1% |
| 3M | -8.1% | +5.5% | -13.6% | -9.7% |
| 6M | -5.5% | +3.3% | -8.8% | -7.0% |
| YTD | +7.2% | +22.0% | -14.9% | -2.6% |
| 1Y | +7.8% | +25.7% | -18.0% | -3.6% |
| 3Y | +80.7% | +36.2% | +44.5% | +60.2% |
| All | +80.7% | +36.4% | +44.3% | +60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling