+30.0%
LIN vs FND
-49.4%
+79.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.1% |
| 7D | -2.1% | -5.2% | +3.1% | -1.6% |
| 30D | -2.4% | -19.9% | +17.5% | -0.4% |
| 3M | -5.6% | +2.7% | -8.3% | -6.2% |
| 6M | -3.4% | -21.7% | +18.3% | -1.5% |
| YTD | +13.1% | -17.5% | +30.6% | +14.4% |
| 1Y | +2.5% | -39.3% | +41.8% | +6.9% |
| All | +30.0% | -49.4% | +79.5% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling