+65.9%
LIN vs ASX
+497.4%
-431.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | -0.1% |
| 7D | +2.0% | -9.1% | +11.1% | +2.8% |
| 30D | +7.9% | -23.6% | +31.4% | +10.7% |
| 3M | +6.3% | -5.6% | +11.9% | +5.6% |
| 6M | +6.5% | +4.7% | +1.8% | +2.1% |
| YTD | +23.6% | +122.6% | -99.0% | +1.8% |
| 1Y | +25.7% | +133.0% | -107.3% | +2.4% |
| 3Y | +35.6% | +367.1% | -331.5% | -11.8% |
| 5Y | +65.9% | +504.7% | -438.9% | -4.0% |
| All | +65.9% | +497.4% | -431.6% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling