+361.3%
LIN vs FN
+900.0%
-538.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.3% |
| 7D | -2.1% | -1.7% | -0.4% | -1.9% |
| 30D | -2.4% | -22.0% | +19.6% | 0.0% |
| 3M | -5.6% | -43.0% | +37.4% | 0.0% |
| 6M | -3.4% | -27.7% | +24.4% | -2.2% |
| YTD | +13.1% | -10.5% | +23.6% | +10.0% |
| 1Y | +2.5% | +12.5% | -10.0% | -4.9% |
| 3Y | +27.6% | +153.8% | -126.2% | -4.4% |
| 5Y | +63.0% | +288.0% | -225.0% | +6.8% |
| All | +361.3% | +900.0% | -538.7% | +143.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling