+361.3%
LIN vs DOC
-2.1%
+363.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.4% |
| 7D | -2.1% | -1.5% | -0.6% | -1.7% |
| 30D | -2.4% | -4.8% | +2.3% | -1.0% |
| 3M | -5.6% | +6.9% | -12.5% | -7.6% |
| 6M | -3.4% | +20.7% | -24.1% | -9.6% |
| YTD | +13.1% | +34.1% | -21.0% | +2.1% |
| 1Y | +2.5% | +22.6% | -20.2% | -5.1% |
| 3Y | +27.6% | +20.8% | +6.8% | +16.6% |
| 5Y | +63.0% | -24.9% | +87.9% | +74.0% |
| All | +361.3% | -2.1% | +363.3% | +340.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling