+384.3%
LIN vs FND
+70.0%
+314.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +0.9% |
| 7D | +2.0% | +6.8% | -4.8% | +0.7% |
| 30D | +7.9% | +13.1% | -5.2% | +5.3% |
| 3M | +6.3% | -13.1% | +19.4% | +8.5% |
| 6M | +6.5% | -0.6% | +7.0% | +5.2% |
| YTD | +23.6% | -15.5% | +39.1% | +24.8% |
| 1Y | +25.7% | -13.7% | +39.4% | +26.2% |
| 3Y | +35.6% | -35.0% | +70.6% | +38.1% |
| 5Y | +65.9% | -60.1% | +125.9% | +78.9% |
| All | +384.3% | +70.0% | +314.3% | +305.0% |
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