+152.5%
QQQM vs LIN
+112.2%
+40.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +1.0% | -4.0% | +5.0% | +3.0% |
| 30D | -0.6% | -4.9% | +4.3% | +1.7% |
| 3M | +1.3% | -9.2% | +10.5% | +5.7% |
| 6M | +18.2% | -2.6% | +20.7% | +18.4% |
| YTD | +16.9% | +10.5% | +6.4% | +9.1% |
| 1Y | +24.0% | -0.1% | +24.1% | +22.1% |
| 3Y | +96.0% | +25.4% | +70.7% | +68.5% |
| 5Y | +95.2% | +59.7% | +35.5% | +44.4% |
| All | +152.5% | +112.2% | +40.3% | +66.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling