+201.7%
LIN vs DOW
-15.8%
+217.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.1% | 0.0% |
| 7D | -2.1% | -2.4% | +0.3% | -1.4% |
| 30D | -2.4% | +0.4% | -2.8% | -2.7% |
| 3M | -5.6% | -14.4% | +8.8% | -1.5% |
| 6M | -3.4% | -7.0% | +3.6% | -3.2% |
| YTD | +13.1% | +30.2% | -17.1% | +0.3% |
| 1Y | +2.5% | +29.2% | -26.7% | -10.0% |
| 3Y | +27.6% | -36.7% | +64.3% | +41.8% |
| 5Y | +63.0% | -37.7% | +100.7% | +79.6% |
| All | +201.7% | -15.8% | +217.5% | +157.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling