+3,892.7%
LIN vs ASX
+3,515.0%
+377.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -2.1% | -0.7% | -1.4% | -2.0% |
| 30D | -2.4% | +2.0% | -4.4% | -3.0% |
| 3M | -5.6% | -1.3% | -4.2% | -7.1% |
| 6M | -3.4% | +71.4% | -74.8% | -16.1% |
| YTD | +13.1% | +135.3% | -122.2% | -8.5% |
| 1Y | +2.5% | +267.5% | -265.0% | -25.3% |
| 3Y | +27.6% | +388.5% | -360.9% | -15.1% |
| 5Y | +63.0% | +417.1% | -354.1% | +4.8% |
| 10Y | +359.3% | +872.7% | -513.5% | +144.8% |
| All | +3,892.7% | +3,515.0% | +377.7% | +1,196.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling