+361.3%
LIN vs AR
+52.0%
+309.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -2.1% | +2.5% | -4.6% | -2.3% |
| 30D | -2.4% | +14.8% | -17.2% | -3.6% |
| 3M | -5.6% | +6.2% | -11.8% | -6.2% |
| 6M | -3.4% | +4.3% | -7.7% | -4.0% |
| YTD | +13.1% | +14.4% | -1.3% | +11.3% |
| 1Y | +2.5% | +21.3% | -18.9% | +0.1% |
| 3Y | +27.6% | +39.8% | -12.2% | +21.4% |
| 5Y | +63.0% | +142.1% | -79.0% | +46.5% |
| All | +361.3% | +52.0% | +309.2% | +318.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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