+431.5%
LIN vs ALNY
+246.1%
+185.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.4% | -4.7% | +0.2% |
| 7D | +2.1% | +5.8% | -3.7% | +1.6% |
| 30D | +6.8% | -26.5% | +33.2% | +9.2% |
| 3M | +10.4% | -27.3% | +37.7% | +12.9% |
| 6M | +3.2% | -43.4% | +46.5% | +7.2% |
| YTD | +24.6% | -58.5% | +83.1% | +32.9% |
| 1Y | +24.4% | -63.6% | +88.0% | +34.2% |
| 3Y | +36.7% | 0.0% | +36.7% | +32.2% |
| 5Y | +67.0% | -3.4% | +70.4% | +58.3% |
| All | +431.5% | +246.1% | +185.4% | +356.7% |
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