+36.7%
LIN vs FISV
-47.4%
+84.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.3% |
| 7D | +2.1% | +1.4% | +0.7% | +2.0% |
| 30D | +6.8% | +38.4% | -31.7% | +3.4% |
| 3M | +10.4% | +14.9% | -4.5% | +8.8% |
| 6M | +3.2% | +21.8% | -18.6% | +0.9% |
| YTD | +24.6% | -5.0% | +29.6% | +24.5% |
| 1Y | +24.4% | -1.2% | +25.6% | +23.8% |
| 3Y | +36.7% | -47.5% | +84.3% | +40.5% |
| All | +36.7% | -47.4% | +84.2% | +40.5% |
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 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