+427.9%
LIN vs ALL
+376.2%
+51.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.5% |
| 7D | +0.2% | 0.0% | +0.3% | +0.2% |
| 30D | +6.2% | +12.8% | -6.6% | +1.0% |
| 3M | +9.3% | +4.7% | +4.7% | +6.9% |
| 6M | +4.4% | +24.9% | -20.6% | -5.7% |
| YTD | +23.7% | +30.0% | -6.2% | +9.3% |
| 1Y | +23.5% | +29.9% | -6.5% | +9.0% |
| 3Y | +35.8% | +117.5% | -81.8% | -7.2% |
| 5Y | +65.9% | +161.7% | -95.8% | -0.5% |
| All | +427.9% | +376.2% | +51.6% | +174.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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