+361.3%
LIN vs ALB
+75.7%
+285.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.5% | -0.1% |
| 7D | -2.1% | -8.1% | +5.9% | -0.6% |
| 30D | -2.4% | +6.3% | -8.7% | -3.7% |
| 3M | -5.6% | -23.6% | +18.0% | -1.3% |
| 6M | -3.4% | -24.6% | +21.2% | +0.3% |
| YTD | +13.1% | -10.3% | +23.4% | +12.6% |
| 1Y | +2.5% | +61.5% | -59.0% | -10.8% |
| 3Y | +27.6% | -34.0% | +61.6% | +27.5% |
| 5Y | +63.0% | -44.6% | +107.6% | +61.1% |
| All | +361.3% | +75.7% | +285.5% | +183.6% |
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