+412.1%
LIN vs FITB
+231.2%
+180.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +2.0% | +0.5% | +1.5% | +1.9% |
| 30D | +7.9% | +7.0% | +0.9% | +5.6% |
| 3M | +6.3% | -4.4% | +10.7% | +7.5% |
| 6M | +6.5% | +11.6% | -5.1% | +2.6% |
| YTD | +23.6% | +18.6% | +5.0% | +16.1% |
| 1Y | +25.7% | +29.8% | -4.1% | +14.8% |
| 3Y | +35.6% | +140.7% | -105.1% | -0.4% |
| 5Y | +65.9% | +48.6% | +17.2% | +38.9% |
| 10Y | +412.1% | +224.4% | +187.7% | +229.0% |
| All | +412.1% | +231.2% | +180.8% | +229.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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