+417.3%
LIN vs FISV
+30.8%
+386.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.7% |
| 7D | +0.1% | +22.3% | -22.2% | -6.0% |
| 30D | +7.6% | +39.2% | -31.6% | -2.9% |
| 3M | +6.5% | +21.2% | -14.7% | -0.1% |
| 6M | +6.2% | +14.5% | -8.3% | +0.5% |
| YTD | +23.2% | -5.4% | +28.7% | +22.6% |
| 1Y | +25.4% | -0.3% | +25.7% | +22.5% |
| 3Y | +38.3% | -46.8% | +85.1% | +44.9% |
| 5Y | +64.4% | -36.2% | +100.7% | +54.2% |
| 10Y | +417.3% | +26.4% | +390.9% | +268.5% |
| All | +417.3% | +30.8% | +386.5% | +268.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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