+67.9%
LIN vs AXON
+84.3%
-16.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.3% | +0.5% |
| 7D | +0.3% | -25.6% | +26.0% | +2.7% |
| 30D | +8.0% | -23.9% | +31.9% | +10.3% |
| 3M | +7.7% | -50.4% | +58.1% | +14.0% |
| 6M | +5.1% | -20.0% | +25.1% | +5.7% |
| YTD | +24.7% | -44.5% | +69.2% | +29.5% |
| 1Y | +25.1% | -44.9% | +70.0% | +29.9% |
| 3Y | +36.8% | +44.7% | -7.9% | +16.4% |
| 5Y | +67.9% | +86.7% | -18.8% | +25.3% |
| All | +67.9% | +84.3% | -16.5% | +25.3% |
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