+11,596.6%
LIN vs DOC
+1,590.0%
+10,006.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +1.6% |
| 7D | +3.3% | +8.7% | -5.5% | +0.7% |
| 30D | +8.8% | +7.6% | +1.1% | +6.3% |
| 3M | +8.6% | -5.3% | +13.9% | +10.2% |
| 6M | +7.0% | +27.6% | -20.6% | -1.6% |
| YTD | +24.3% | +32.4% | -8.1% | +12.5% |
| 1Y | +27.3% | +22.9% | +4.4% | +17.8% |
| 3Y | +38.9% | +43.1% | -4.2% | +20.4% |
| 5Y | +69.4% | -21.4% | +90.8% | +74.9% |
| 10Y | +440.7% | +16.8% | +423.9% | +370.4% |
| All | +11,596.6% | +1,590.0% | +10,006.6% | +5,670.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling