+3,835.3%
LIN vs DGX
+9,699.2%
-5,863.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +2.0% | +4.6% | -2.6% | +0.8% |
| 30D | +7.9% | +11.9% | -4.0% | +4.8% |
| 3M | +6.3% | +9.2% | -2.9% | +3.8% |
| 6M | +6.5% | +39.0% | -32.5% | -2.4% |
| YTD | +23.6% | +51.4% | -27.9% | +10.4% |
| 1Y | +25.7% | +42.6% | -16.9% | +14.0% |
| 3Y | +35.6% | +105.9% | -70.3% | +11.0% |
| 5Y | +65.9% | +96.6% | -30.7% | +36.5% |
| 10Y | +412.1% | +286.0% | +126.1% | +251.8% |
| All | +3,835.3% | +9,699.2% | -5,863.8% | +1,695.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling