+422.4%
LIN vs A
+311.0%
+111.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.5% | +0.8% |
| 7D | +2.0% | +1.4% | +0.6% | +1.4% |
| 30D | +7.9% | +4.3% | +3.6% | +5.9% |
| 3M | +6.3% | +19.8% | -13.5% | -1.4% |
| 6M | +6.5% | +54.4% | -47.9% | -11.5% |
| YTD | +23.6% | +31.7% | -8.1% | +8.8% |
| 1Y | +25.7% | +22.4% | +3.3% | +14.0% |
| 3Y | +35.6% | +67.7% | -32.1% | +1.6% |
| 5Y | +65.9% | +15.7% | +50.1% | +45.4% |
| All | +422.4% | +311.0% | +111.4% | +151.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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