+37.8%
LIN vs ASX
+298.6%
-260.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -20.8% | +20.1% | +0.1% |
| 7D | +3.6% | -33.3% | +36.9% | +5.0% |
| 30D | +6.4% | -36.5% | +42.9% | +8.0% |
| 3M | +6.5% | -19.2% | +25.7% | +6.7% |
| 6M | +4.9% | -10.2% | +15.1% | +3.4% |
| YTD | +23.4% | +86.5% | -63.0% | +13.9% |
| 1Y | +26.3% | +89.6% | -63.3% | +16.2% |
| All | +37.8% | +298.6% | -260.8% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling