+86.9%
QQQM vs LIN
+37.1%
+49.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.0% | +2.5% | +3.1% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | -9.7% | +7.6% | -17.2% | -11.7% |
| 3M | -6.0% | +6.5% | -12.6% | -7.9% |
| 6M | -4.3% | +6.2% | -10.5% | -6.8% |
| YTD | +10.9% | +23.2% | -12.3% | +0.5% |
| 1Y | +11.9% | +25.4% | -13.5% | +0.5% |
| 3Y | +86.9% | +38.3% | +48.6% | +64.1% |
| All | +86.9% | +37.1% | +49.8% | +64.1% |
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