+417.5%
LIN vs ALL
+370.9%
+46.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.5% | +3.3% | +0.7% |
| 7D | +0.2% | -1.9% | +2.1% | +1.0% |
| 30D | +6.5% | +13.8% | -7.3% | +0.9% |
| 3M | +5.5% | -7.0% | +12.5% | +8.2% |
| 6M | +3.3% | +18.0% | -14.7% | -4.4% |
| YTD | +22.0% | +24.2% | -2.2% | +9.8% |
| 1Y | +25.7% | +31.2% | -5.4% | +10.5% |
| 3Y | +36.2% | +107.5% | -71.3% | -5.1% |
| 5Y | +66.1% | +144.8% | -78.7% | +2.7% |
| All | +417.5% | +370.9% | +46.6% | +178.2% |
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