+431.5%
LIN vs ADM
+133.7%
+297.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.0% | -0.2% |
| 7D | +2.1% | +4.2% | -2.1% | +0.7% |
| 30D | +6.8% | -12.8% | +19.6% | +11.7% |
| 3M | +10.4% | -8.5% | +18.8% | +13.2% |
| 6M | +3.2% | -10.9% | +14.1% | +6.4% |
| YTD | +24.6% | +29.4% | -4.8% | +11.9% |
| 1Y | +24.4% | +27.5% | -3.1% | +12.1% |
| 3Y | +36.7% | +10.3% | +26.4% | +25.5% |
| 5Y | +67.0% | +27.4% | +39.7% | +37.3% |
| All | +431.5% | +133.7% | +297.7% | +213.0% |
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