+412.1%
LIN vs FFIV
+126.0%
+286.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.0% | -4.2% | +6.2% | +3.2% |
| 30D | +7.9% | -33.9% | +41.7% | +20.0% |
| 3M | +6.3% | -22.6% | +28.9% | +12.3% |
| 6M | +6.5% | -10.4% | +16.9% | +6.7% |
| YTD | +23.6% | +24.3% | -0.7% | +9.9% |
| 1Y | +25.7% | +31.8% | -6.1% | +9.4% |
| 3Y | +35.6% | +99.5% | -63.9% | -2.1% |
| 5Y | +65.9% | +40.7% | +25.1% | +33.6% |
| 10Y | +412.1% | +126.9% | +285.2% | +211.6% |
| All | +412.1% | +126.0% | +286.1% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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