+68.0%
LIN vs AVAV
+7.1%
+60.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.8% | +9.2% | -0.2% |
| 7D | +3.6% | -24.3% | +27.9% | +5.0% |
| 30D | +6.4% | -28.9% | +35.3% | +8.1% |
| 3M | +6.5% | -39.3% | +45.8% | +9.0% |
| 6M | +4.9% | -38.8% | +43.6% | +6.6% |
| YTD | +23.4% | -57.8% | +81.2% | +27.3% |
| 1Y | +26.3% | -70.9% | +97.2% | +33.8% |
| 3Y | +38.0% | -14.8% | +52.8% | +28.1% |
| 5Y | +68.0% | +7.3% | +60.7% | +55.1% |
| All | +68.0% | +7.1% | +60.9% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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