+153.2%
QQQM vs LIN
+113.0%
+40.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.8% |
| 7D | +1.5% | -3.5% | +5.0% | +3.2% |
| 30D | -0.7% | -4.1% | +3.4% | +1.3% |
| 3M | +0.4% | -6.4% | +6.8% | +3.1% |
| 6M | +20.1% | -2.4% | +22.5% | +20.2% |
| YTD | +17.2% | +10.9% | +6.3% | +9.2% |
| 1Y | +24.7% | 0.0% | +24.7% | +22.7% |
| 3Y | +96.6% | +25.8% | +70.7% | +68.6% |
| 5Y | +95.0% | +60.8% | +34.2% | +43.8% |
| All | +153.2% | +113.0% | +40.2% | +66.9% |
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