+33.0%
LIN vs AS
+139.2%
-106.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.1% | -2.5% | +2.2% |
| 7D | +3.3% | +13.8% | -10.5% | +2.3% |
| 30D | +8.8% | +16.7% | -7.9% | +7.6% |
| 3M | +8.6% | -11.5% | +20.1% | +9.4% |
| 6M | +7.0% | -5.5% | +12.5% | +7.2% |
| YTD | +24.3% | -14.2% | +38.5% | +25.1% |
| 1Y | +27.3% | +2.1% | +25.2% | +26.2% |
| All | +33.0% | +139.2% | -106.2% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 5y: compounded portfolio wealth divided by compounded AS 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…
5y analysis · Full analysis span regression · 6 months rolling