+3,508.1%
LIN vs A
+535.2%
+2,972.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.4% | +0.1% |
| 7D | +3.6% | -5.2% | +8.8% | +4.9% |
| 30D | +6.4% | +1.4% | +4.9% | +5.9% |
| 3M | +6.5% | +21.9% | -15.4% | +1.1% |
| 6M | +4.9% | +46.7% | -41.8% | -5.6% |
| YTD | +23.4% | +27.2% | -3.7% | +14.7% |
| 1Y | +26.3% | +17.9% | +8.4% | +19.5% |
| 3Y | +38.0% | +61.1% | -23.1% | +18.5% |
| 5Y | +68.0% | +13.8% | +54.2% | +55.7% |
| 10Y | +437.1% | +318.8% | +118.3% | +266.1% |
| All | +3,508.1% | +535.2% | +2,972.8% | +1,615.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling