+431.5%
LIN vs FISV
+26.5%
+405.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.4% |
| 7D | +2.1% | +1.4% | +0.7% | +1.6% |
| 30D | +6.8% | +38.4% | -31.7% | -3.5% |
| 3M | +10.4% | +14.9% | -4.5% | +5.2% |
| 6M | +3.2% | +21.8% | -18.6% | -4.2% |
| YTD | +24.6% | -5.0% | +29.6% | +23.7% |
| 1Y | +24.4% | -1.2% | +25.6% | +21.8% |
| 3Y | +36.7% | -47.5% | +84.3% | +44.3% |
| 5Y | +67.0% | -36.7% | +103.8% | +57.3% |
| All | +431.5% | +26.5% | +405.0% | +271.8% |
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