+61.9%
LIN vs AXON
+179.8%
-117.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.6% |
| 7D | -2.1% | -14.2% | +12.0% | -0.8% |
| 30D | -2.4% | -15.4% | +13.0% | -1.2% |
| 3M | -5.6% | +0.5% | -6.1% | -6.2% |
| 6M | -3.4% | -9.5% | +6.1% | -3.1% |
| YTD | +13.1% | -9.2% | +22.3% | +12.9% |
| 1Y | +2.5% | -29.4% | +31.8% | +5.1% |
| 3Y | +27.6% | +139.4% | -111.8% | +4.1% |
| All | +61.9% | +179.8% | -117.9% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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