+23.5%
LIN vs FND
-23.4%
+46.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | -0.5% |
| 7D | +0.2% | -5.1% | +5.4% | +0.6% |
| 30D | +6.2% | +9.2% | -3.0% | +5.5% |
| 3M | +9.3% | -17.7% | +27.0% | +10.5% |
| 6M | +4.4% | +2.5% | +1.9% | +3.8% |
| YTD | +23.7% | -19.8% | +43.6% | +24.6% |
| 1Y | +23.5% | -22.7% | +46.1% | +24.7% |
| All | +23.5% | -23.4% | +46.9% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling