+440.7%
LIN vs FN
+789.5%
-348.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.0% | +8.5% | +3.3% |
| 7D | +3.3% | -7.0% | +10.2% | +3.9% |
| 30D | +8.8% | -24.7% | +33.5% | +11.8% |
| 3M | +8.6% | -35.7% | +44.3% | +13.0% |
| 6M | +7.0% | -52.4% | +59.4% | +14.4% |
| YTD | +24.3% | -25.0% | +49.2% | +22.5% |
| 1Y | +27.3% | -25.7% | +52.9% | +24.8% |
| 3Y | +38.9% | +110.2% | -71.3% | +6.0% |
| 5Y | +69.4% | +192.3% | -123.0% | +15.3% |
| 10Y | +440.7% | +812.3% | -371.5% | +193.1% |
| All | +440.7% | +789.5% | -348.7% | +193.1% |
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