+61.9%
LIN vs FN
+289.0%
-227.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.2% |
| 7D | -2.1% | -1.7% | -0.4% | -2.0% |
| 30D | -2.4% | -22.0% | +19.6% | -1.2% |
| 3M | -5.6% | -43.0% | +37.4% | -2.4% |
| 6M | -3.4% | -27.7% | +24.4% | -2.8% |
| YTD | +13.1% | -10.5% | +23.6% | +11.2% |
| 1Y | +2.5% | +12.5% | -10.0% | -2.5% |
| 3Y | +27.6% | +153.8% | -126.2% | +3.0% |
| All | +61.9% | +289.0% | -227.1% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling