-1.0%
LIN vs DGX
+29.3%
-30.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.8% | -0.8% |
| 7D | -4.3% | -3.5% | -0.8% | -3.8% |
| 30D | -5.6% | -2.7% | -2.9% | -5.2% |
| 3M | -9.0% | +13.9% | -22.9% | -10.7% |
| 6M | -2.5% | +16.0% | -18.5% | -4.6% |
| YTD | +9.3% | +34.9% | -25.6% | +4.0% |
| 1Y | -1.0% | +30.6% | -31.6% | -5.8% |
| All | -1.0% | +29.3% | -30.3% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling