+26.3%
LIN vs AR
+10.8%
+15.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.6% |
| 7D | +3.6% | -11.7% | +15.3% | +3.8% |
| 30D | +6.4% | +1.8% | +4.5% | +6.3% |
| 3M | +6.5% | +6.0% | +0.5% | +6.4% |
| 6M | +4.9% | -7.0% | +11.9% | +4.9% |
| YTD | +23.4% | +5.6% | +17.9% | +23.4% |
| 1Y | +26.3% | +10.8% | +15.5% | +24.1% |
| All | +26.3% | +10.8% | +15.5% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling