+38.7%
LIN vs FN
+109.9%
-71.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.0% | +8.5% | +2.6% |
| 7D | +3.3% | -7.0% | +10.2% | +3.4% |
| 30D | +8.8% | -24.7% | +33.5% | +9.2% |
| 3M | +8.6% | -35.7% | +44.3% | +9.3% |
| 6M | +7.0% | -52.4% | +59.4% | +8.3% |
| YTD | +24.3% | -25.0% | +49.2% | +23.8% |
| 1Y | +27.3% | -25.7% | +52.9% | +26.5% |
| All | +38.7% | +109.9% | -71.2% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling