+228.7%
LIN vs DOW
-11.5%
+240.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.4% |
| 7D | +0.1% | -9.4% | +9.5% | +3.2% |
| 30D | +7.6% | +8.9% | -1.4% | +4.6% |
| 3M | +6.5% | +6.7% | -0.2% | +3.9% |
| 6M | +6.2% | -14.2% | +20.4% | +10.3% |
| YTD | +23.2% | +36.9% | -13.7% | +7.2% |
| 1Y | +25.4% | +45.8% | -20.3% | +6.3% |
| 3Y | +38.3% | -23.9% | +62.2% | +42.9% |
| 5Y | +64.4% | -30.8% | +95.2% | +74.4% |
| All | +228.7% | -11.5% | +240.1% | +175.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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