+11,596.6%
LIN vs D
+1,714.5%
+9,882.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.9% | +0.7% |
| 7D | +3.3% | +8.5% | -5.2% | -0.3% |
| 30D | +8.8% | +14.3% | -5.5% | +2.7% |
| 3M | +8.6% | +1.8% | +6.8% | +7.6% |
| 6M | +7.0% | +13.0% | -6.0% | +1.0% |
| YTD | +24.3% | +22.7% | +1.5% | +12.9% |
| 1Y | +27.3% | +22.6% | +4.7% | +15.5% |
| 3Y | +38.9% | +84.2% | -45.3% | +3.2% |
| 5Y | +69.4% | +15.8% | +53.6% | +52.0% |
| 10Y | +440.7% | +45.8% | +394.9% | +318.3% |
| All | +11,596.6% | +1,714.5% | +9,882.0% | +3,356.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling