+417.5%
LIN vs FIS
-54.4%
+471.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.5% |
| 7D | +0.2% | -25.5% | +25.7% | +7.8% |
| 30D | +6.5% | -15.1% | +21.5% | +9.7% |
| 3M | +5.5% | -32.1% | +37.6% | +16.5% |
| 6M | +3.3% | -36.1% | +39.4% | +15.6% |
| YTD | +22.0% | -55.4% | +77.4% | +53.3% |
| 1Y | +25.7% | -53.9% | +79.6% | +56.0% |
| 3Y | +36.2% | -39.8% | +76.0% | +49.1% |
| 5Y | +66.1% | -71.1% | +137.2% | +135.1% |
| All | +417.5% | -54.4% | +471.9% | +511.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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