+361.3%
LIN vs D
+35.0%
+326.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.5% |
| 7D | -2.1% | +0.4% | -2.6% | -2.3% |
| 30D | -2.4% | -3.6% | +1.1% | -1.2% |
| 3M | -5.6% | -1.0% | -4.6% | -5.3% |
| 6M | -3.4% | +6.3% | -9.7% | -5.8% |
| YTD | +13.1% | +14.7% | -1.6% | +7.2% |
| 1Y | +2.5% | +16.9% | -14.5% | -3.7% |
| 3Y | +27.6% | +56.8% | -29.2% | +5.6% |
| 5Y | +63.0% | +5.2% | +57.8% | +56.8% |
| All | +361.3% | +35.0% | +326.2% | +306.2% |
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