+417.5%
LIN vs ASX
+754.3%
-336.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.4% | -7.6% | -2.3% |
| 7D | +0.2% | -19.9% | +20.1% | +3.7% |
| 30D | +6.5% | -30.9% | +37.3% | +12.6% |
| 3M | +5.5% | -15.1% | +20.6% | +6.6% |
| 6M | +3.3% | -6.5% | +9.8% | 0.0% |
| YTD | +22.0% | +98.4% | -76.4% | -1.6% |
| 1Y | +25.7% | +107.9% | -82.1% | 0.0% |
| 3Y | +36.2% | +325.3% | -289.0% | -14.0% |
| 5Y | +66.1% | +447.3% | -381.2% | -5.2% |
| All | +417.5% | +754.3% | -336.8% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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