+63.3%
LIN vs DFNS
-100.0%
+163.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -12.2% | +11.1% | -1.1% |
| 7D | +0.2% | -44.0% | +44.2% | +0.2% |
| 30D | +6.5% | -69.1% | +75.6% | +6.5% |
| 3M | +5.5% | -95.6% | +101.1% | +5.5% |
| 6M | +3.3% | -96.2% | +99.5% | +3.5% |
| YTD | +22.0% | -99.6% | +121.6% | +22.3% |
| 1Y | +25.7% | -99.7% | +125.5% | +26.0% |
| 3Y | +36.2% | -100.0% | +136.2% | +37.5% |
| All | +63.3% | -100.0% | +163.3% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DFNS.
Daily Out/Under-Performance
Portfolio return minus DFNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DFNS 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 DFNS 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