+69.4%
LIN vs DOCN
-8.3%
+77.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.2% | +9.7% | +3.1% |
| 7D | +3.3% | -20.0% | +23.3% | +4.7% |
| 30D | +8.8% | -38.8% | +47.6% | +12.1% |
| 3M | +8.6% | -34.8% | +43.4% | +11.0% |
| 6M | +7.0% | -22.8% | +29.8% | +6.2% |
| YTD | +24.3% | +74.6% | -50.3% | +12.9% |
| 1Y | +27.3% | +116.4% | -89.2% | +12.7% |
| 3Y | +38.9% | +239.3% | -200.4% | +13.0% |
| 5Y | +69.4% | -20.2% | +89.6% | +49.4% |
| All | +69.4% | -8.3% | +77.7% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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