+109.4%
AAPL vs LIN
+61.6%
+47.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.6% | -2.0% |
| 7D | +0.1% | -2.1% | +2.2% | +1.3% |
| 30D | +3.0% | -2.4% | +5.4% | +4.3% |
| 3M | +2.9% | -5.6% | +8.5% | +6.0% |
| 6M | +22.1% | -3.4% | +25.5% | +23.7% |
| YTD | +18.0% | +13.1% | +4.9% | +8.7% |
| 1Y | +33.9% | +2.5% | +31.5% | +30.6% |
| 3Y | +71.2% | +27.6% | +43.6% | +44.7% |
| All | +109.4% | +61.6% | +47.8% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling