+37.8%
LIN vs FITB
+124.9%
-87.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | -0.3% |
| 7D | +3.6% | -1.8% | +5.4% | +3.9% |
| 30D | +6.4% | +4.8% | +1.6% | +5.5% |
| 3M | +6.5% | -6.4% | +12.9% | +7.6% |
| 6M | +4.9% | +7.9% | -3.0% | +3.4% |
| YTD | +23.4% | +17.0% | +6.4% | +19.3% |
| 1Y | +26.3% | +29.9% | -3.6% | +19.3% |
| All | +37.8% | +124.9% | -87.1% | +28.5% |
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 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