+10,545.1%
LIN vs D
+1,612.8%
+8,932.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.4% |
| 7D | -2.1% | +0.4% | -2.6% | -2.3% |
| 30D | -2.4% | -3.6% | +1.1% | -1.0% |
| 3M | -5.6% | -1.0% | -4.6% | -5.3% |
| 6M | -3.4% | +6.3% | -9.7% | -6.4% |
| YTD | +13.1% | +14.7% | -1.6% | +5.9% |
| 1Y | +2.5% | +16.9% | -14.5% | -5.0% |
| 3Y | +27.6% | +56.8% | -29.2% | +1.5% |
| 5Y | +63.0% | +5.2% | +57.8% | +52.4% |
| 10Y | +359.3% | +35.9% | +323.4% | +266.3% |
| All | +10,545.1% | +1,612.8% | +8,932.3% | +3,127.3% |
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