+427.2%
LIN vs FFIV
+130.1%
+297.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | +0.7% |
| 7D | +0.3% | -2.9% | +3.3% | +1.1% |
| 30D | +8.0% | -32.4% | +40.5% | +19.4% |
| 3M | +7.7% | -22.7% | +30.4% | +13.9% |
| 6M | +5.1% | -10.7% | +15.8% | +5.4% |
| YTD | +24.7% | +25.4% | -0.7% | +10.6% |
| 1Y | +25.1% | +34.2% | -9.1% | +8.2% |
| 3Y | +36.8% | +101.2% | -64.4% | -1.4% |
| 5Y | +67.9% | +42.0% | +25.9% | +34.8% |
| 10Y | +427.2% | +126.7% | +300.5% | +220.0% |
| All | +427.2% | +130.1% | +297.1% | +220.0% |
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