+423.5%
LIN vs D
+44.7%
+378.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +3.6% | +6.9% | -3.3% | +1.2% |
| 30D | +6.4% | +12.3% | -5.9% | +2.2% |
| 3M | +6.5% | +3.0% | +3.5% | +5.2% |
| 6M | +4.9% | +12.8% | -7.9% | +0.1% |
| YTD | +23.4% | +22.6% | +0.9% | +14.3% |
| 1Y | +26.3% | +21.7% | +4.7% | +17.1% |
| 3Y | +38.0% | +83.9% | -45.9% | +7.9% |
| 5Y | +68.0% | +14.0% | +54.0% | +57.2% |
| All | +423.5% | +44.7% | +378.8% | +354.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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