+38.3%
LIN vs DOW
-24.5%
+62.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.2% |
| 7D | +0.1% | -9.4% | +9.5% | +1.6% |
| 30D | +7.6% | +8.9% | -1.4% | +6.1% |
| 3M | +6.5% | +6.7% | -0.2% | +5.3% |
| 6M | +6.2% | -14.2% | +20.4% | +8.4% |
| YTD | +23.2% | +36.9% | -13.7% | +14.5% |
| 1Y | +25.4% | +45.8% | -20.3% | +14.9% |
| 3Y | +38.3% | -23.9% | +62.2% | +44.6% |
| All | +38.3% | -24.5% | +62.8% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling