+36.2%
LIN vs FISV
-47.3%
+83.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.2% |
| 7D | +0.2% | +25.7% | -25.5% | -2.0% |
| 30D | +6.5% | +38.8% | -32.3% | +3.1% |
| 3M | +5.5% | +16.2% | -10.7% | +3.8% |
| 6M | +3.3% | +12.1% | -8.7% | +1.8% |
| YTD | +22.0% | -6.4% | +28.4% | +22.2% |
| 1Y | +25.7% | +2.0% | +23.7% | +24.6% |
| 3Y | +36.2% | -47.4% | +83.7% | +33.2% |
| All | +36.2% | -47.3% | +83.6% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling