+65.9%
LIN vs AVAV
+32.4%
+33.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.0% | +0.4% |
| 7D | +2.0% | 0.0% | +2.0% | +1.9% |
| 30D | +7.9% | -9.9% | +17.8% | +8.3% |
| 3M | +6.3% | -34.7% | +41.0% | +8.5% |
| 6M | +6.5% | -26.6% | +33.1% | +7.3% |
| YTD | +23.6% | -48.9% | +72.5% | +26.1% |
| 1Y | +25.7% | -63.0% | +88.7% | +31.3% |
| 3Y | +35.6% | +1.6% | +34.0% | +24.8% |
| 5Y | +65.9% | +34.5% | +31.4% | +43.7% |
| All | +65.9% | +32.4% | +33.5% | +43.7% |
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