+64.4%
LIN vs FITB
+49.1%
+15.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.3% |
| 7D | +0.1% | -1.1% | +1.2% | +0.4% |
| 30D | +7.6% | +7.3% | +0.2% | +5.5% |
| 3M | +6.5% | -4.0% | +10.5% | +7.5% |
| 6M | +6.2% | +11.9% | -5.7% | +2.7% |
| YTD | +23.2% | +19.0% | +4.2% | +16.5% |
| 1Y | +25.4% | +31.0% | -5.6% | +15.2% |
| 3Y | +38.3% | +143.8% | -105.5% | +2.8% |
| 5Y | +64.4% | +48.9% | +15.5% | +45.9% |
| All | +64.4% | +49.1% | +15.3% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling