+417.5%
LIN vs ALB
+33.3%
+384.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | +0.2% | +9.1% | -8.9% | -1.4% |
| 30D | +6.5% | -3.4% | +9.9% | +7.0% |
| 3M | +5.5% | -20.6% | +26.1% | +9.5% |
| 6M | +3.3% | -48.2% | +51.5% | +15.4% |
| YTD | +22.0% | -29.2% | +51.3% | +26.5% |
| 1Y | +25.7% | +10.0% | +15.7% | +18.8% |
| 3Y | +36.2% | -12.9% | +49.1% | +24.1% |
| 5Y | +66.1% | -61.3% | +127.3% | +77.7% |
| All | +417.5% | +33.3% | +384.1% | +244.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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