+4,287.1%
LIN vs ASX
+3,515.0%
+772.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +3.4% |
| 7D | +3.3% | -14.6% | +17.9% | +6.3% |
| 30D | +8.8% | -21.1% | +29.9% | +13.2% |
| 3M | +8.6% | -3.1% | +11.7% | +7.9% |
| 6M | +7.0% | +17.4% | -10.4% | +0.1% |
| YTD | +24.3% | +135.3% | -111.0% | -0.5% |
| 1Y | +27.3% | +146.5% | -119.2% | +0.7% |
| 3Y | +38.9% | +403.1% | -364.2% | -9.0% |
| 5Y | +69.4% | +551.7% | -482.4% | +2.7% |
| 10Y | +440.7% | +923.7% | -482.9% | +182.4% |
| All | +4,287.1% | +3,515.0% | +772.1% | +1,308.9% |
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