+27.3%
LIN vs FLEX
+23.4%
+3.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -12.3% | +14.9% | +2.1% |
| 7D | +3.3% | -17.0% | +20.2% | +2.7% |
| 30D | +8.8% | -33.8% | +42.6% | +7.7% |
| 3M | +8.6% | -39.0% | +47.7% | +7.4% |
| 6M | +7.0% | -15.9% | +22.9% | +6.7% |
| YTD | +24.3% | +27.8% | -3.6% | +27.4% |
| 1Y | +27.3% | +25.0% | +2.3% | +29.4% |
| All | +27.3% | +23.4% | +3.8% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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