+412.1%
LIN vs ATI
+1,024.4%
-612.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.5% |
| 7D | +2.0% | +1.3% | +0.7% | +1.7% |
| 30D | +7.9% | -4.8% | +12.6% | +8.3% |
| 3M | +6.3% | -19.9% | +26.2% | +9.6% |
| 6M | +6.5% | +15.4% | -8.9% | +2.8% |
| YTD | +23.6% | +59.2% | -35.6% | +12.2% |
| 1Y | +25.7% | +86.3% | -60.5% | +11.0% |
| 3Y | +35.6% | +318.2% | -282.6% | +0.2% |
| 5Y | +65.9% | +958.6% | -892.8% | +1.3% |
| 10Y | +412.1% | +996.8% | -584.7% | +196.4% |
| All | +412.1% | +1,024.4% | -612.4% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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