+361.3%
LIN vs FITB
+286.6%
+74.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -2.1% | +0.6% | -2.7% | -2.3% |
| 30D | -2.4% | -4.7% | +2.3% | -1.1% |
| 3M | -5.6% | +6.7% | -12.3% | -7.5% |
| 6M | -3.4% | +12.6% | -15.9% | -7.2% |
| YTD | +13.1% | +19.1% | -6.0% | +6.3% |
| 1Y | +2.5% | +22.6% | -20.2% | -4.8% |
| 3Y | +27.6% | +127.1% | -99.5% | -4.7% |
| 5Y | +63.0% | +71.8% | -8.8% | +30.3% |
| All | +361.3% | +286.6% | +74.7% | +166.5% |
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