+427.2%
LIN vs ALNY
+252.4%
+174.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.5% | +0.4% |
| 7D | +0.3% | -0.8% | +1.1% | +0.4% |
| 30D | +8.0% | -29.6% | +37.6% | +10.9% |
| 3M | +7.7% | -27.7% | +35.4% | +10.2% |
| 6M | +5.1% | -43.9% | +48.9% | +9.3% |
| YTD | +24.7% | -59.8% | +84.5% | +33.4% |
| 1Y | +25.1% | -64.6% | +89.7% | +35.3% |
| 3Y | +36.8% | -1.3% | +38.1% | +32.4% |
| 5Y | +67.9% | -7.6% | +75.5% | +59.8% |
| 10Y | +427.2% | +243.5% | +183.7% | +350.9% |
| All | +427.2% | +252.4% | +174.8% | +350.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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