+36.2%
LIN vs FITB
+123.2%
-87.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.0% |
| 7D | +0.2% | -1.5% | +1.7% | +0.5% |
| 30D | +6.5% | +5.8% | +0.6% | +5.4% |
| 3M | +5.5% | -6.1% | +11.6% | +6.5% |
| 6M | +3.3% | +5.9% | -2.6% | +2.2% |
| YTD | +22.0% | +16.1% | +5.9% | +18.1% |
| 1Y | +25.7% | +28.8% | -3.1% | +18.9% |
| 3Y | +36.2% | +126.0% | -89.8% | +27.2% |
| All | +36.2% | +123.2% | -87.0% | +27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling