+361.3%
LIN vs ADM
+159.1%
+202.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.1% |
| 7D | -2.1% | +3.8% | -5.9% | -3.4% |
| 30D | -2.4% | +9.8% | -12.2% | -5.6% |
| 3M | -5.6% | +2.1% | -7.7% | -6.6% |
| 6M | -3.4% | +27.5% | -30.9% | -11.9% |
| YTD | +13.1% | +50.2% | -37.1% | -2.9% |
| 1Y | +2.5% | +40.6% | -38.1% | -10.3% |
| 3Y | +27.6% | +17.2% | +10.4% | +16.3% |
| 5Y | +63.0% | +61.9% | +1.1% | +22.6% |
| All | +361.3% | +159.1% | +202.2% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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