+11,518.3%
LIN vs FITB
+1,514.3%
+10,004.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | -0.2% |
| 7D | +3.6% | -1.8% | +5.4% | +4.0% |
| 30D | +6.4% | +4.8% | +1.6% | +5.3% |
| 3M | +6.5% | -6.4% | +12.9% | +7.9% |
| 6M | +4.9% | +7.9% | -3.0% | +2.9% |
| YTD | +23.4% | +17.0% | +6.4% | +18.6% |
| 1Y | +26.3% | +29.9% | -3.6% | +18.6% |
| 3Y | +38.0% | +124.8% | -86.9% | +13.8% |
| 5Y | +68.0% | +46.4% | +21.6% | +49.4% |
| 10Y | +437.1% | +258.1% | +179.0% | +278.6% |
| All | +11,518.3% | +1,514.3% | +10,004.0% | +4,475.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling