+4,058.4%
LIN vs FE
+566.1%
+3,492.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +3.6% | +0.6% | +3.0% | +3.4% |
| 30D | +6.4% | +6.4% | 0.0% | +3.9% |
| 3M | +6.5% | -0.5% | +7.0% | +6.5% |
| 6M | +4.9% | +4.7% | +0.1% | +2.8% |
| YTD | +23.4% | +8.4% | +15.1% | +19.3% |
| 1Y | +26.3% | +7.2% | +19.1% | +22.5% |
| 3Y | +38.0% | +44.9% | -6.9% | +18.1% |
| 5Y | +68.0% | +46.3% | +21.7% | +41.9% |
| 10Y | +437.1% | +110.3% | +326.9% | +274.7% |
| All | +4,058.4% | +566.1% | +3,492.3% | +1,834.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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