+423.5%
LIN vs FN
+663.9%
-240.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -14.2% | +13.6% | +0.9% |
| 7D | +3.6% | -16.0% | +19.6% | +5.2% |
| 30D | +6.4% | -40.1% | +46.5% | +12.1% |
| 3M | +6.5% | -43.9% | +50.4% | +12.3% |
| 6M | +4.9% | -55.6% | +60.5% | +12.7% |
| YTD | +23.4% | -35.7% | +59.1% | +23.7% |
| 1Y | +26.3% | -39.8% | +66.1% | +27.1% |
| 3Y | +38.0% | +80.3% | -42.3% | +7.0% |
| 5Y | +68.0% | +143.3% | -75.3% | +17.1% |
| All | +423.5% | +663.9% | -240.4% | +189.6% |
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