+36.2%
LIN vs FND
-36.7%
+73.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | +0.2% | +7.7% | -7.5% | -0.5% |
| 30D | +6.5% | +11.9% | -5.4% | +5.2% |
| 3M | +5.5% | -14.6% | +20.0% | +6.8% |
| 6M | +3.3% | +0.5% | +2.9% | +2.6% |
| YTD | +22.0% | -15.8% | +37.9% | +23.0% |
| 1Y | +25.7% | -12.9% | +38.7% | +26.1% |
| 3Y | +36.2% | -34.2% | +70.4% | +45.7% |
| All | +36.2% | -36.7% | +73.0% | +45.7% |
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 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