+23.5%
LIN vs FITB
+29.2%
-5.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | +0.2% | +0.8% | -0.6% | +0.2% |
| 30D | +6.2% | +7.3% | -1.2% | +5.7% |
| 3M | +9.3% | -6.3% | +15.7% | +9.8% |
| 6M | +4.4% | +12.6% | -8.2% | +4.3% |
| YTD | +23.7% | +18.0% | +5.8% | +21.3% |
| 1Y | +23.5% | +28.9% | -5.4% | +17.3% |
| All | +23.5% | +29.2% | -5.8% | +17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling