+427.9%
LIN vs A
+300.7%
+127.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.5% | +0.1% |
| 7D | +0.2% | +0.7% | -0.5% | -0.1% |
| 30D | +6.2% | +0.8% | +5.4% | +5.6% |
| 3M | +9.3% | +16.9% | -7.5% | +2.4% |
| 6M | +4.4% | +53.8% | -49.4% | -13.2% |
| YTD | +23.7% | +28.1% | -4.4% | +10.1% |
| 1Y | +23.5% | +15.0% | +8.4% | +14.8% |
| 3Y | +35.8% | +63.1% | -27.3% | +2.8% |
| 5Y | +65.9% | +11.5% | +54.4% | +47.8% |
| All | +427.9% | +300.7% | +127.2% | +155.4% |
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