+388.3%
LIN vs FND
+57.9%
+330.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | +2.1% | -6.8% | +8.9% | +3.3% |
| 30D | +6.8% | +8.0% | -1.2% | +5.0% |
| 3M | +10.4% | -18.9% | +29.3% | +14.0% |
| 6M | +3.2% | +4.7% | -1.5% | +1.0% |
| YTD | +24.6% | -21.6% | +46.2% | +27.4% |
| 1Y | +24.4% | -22.0% | +46.4% | +27.2% |
| 3Y | +36.7% | -40.4% | +77.2% | +41.4% |
| 5Y | +67.0% | -63.8% | +130.8% | +83.4% |
| All | +388.3% | +57.9% | +330.5% | +313.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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