+68.5%
LIN vs FIS
-71.2%
+139.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.2% | -3.5% | 0.0% |
| 7D | +2.1% | +2.8% | -0.7% | +1.5% |
| 30D | +6.8% | -16.7% | +23.5% | +8.9% |
| 3M | +10.4% | -32.3% | +42.7% | +17.2% |
| 6M | +3.2% | -29.1% | +32.2% | +8.2% |
| YTD | +24.6% | -54.1% | +78.7% | +42.9% |
| 1Y | +24.4% | -53.7% | +78.1% | +42.3% |
| 3Y | +36.7% | -38.8% | +75.6% | +45.4% |
| All | +68.5% | -71.2% | +139.8% | +111.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling