+38.3%
LIN vs A
+67.3%
-29.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.5% |
| 7D | +0.1% | +4.8% | -4.6% | -0.6% |
| 30D | +7.6% | +5.6% | +1.9% | +6.6% |
| 3M | +6.5% | +23.6% | -17.1% | +3.0% |
| 6M | +6.2% | +56.4% | -50.2% | -1.4% |
| YTD | +23.2% | +33.4% | -10.2% | +17.8% |
| 1Y | +25.4% | +23.7% | +1.7% | +21.7% |
| 3Y | +38.3% | +71.0% | -32.7% | +24.6% |
| All | +38.3% | +67.3% | -29.0% | +24.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling