+378.3%
LIN vs FND
+69.4%
+308.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.1% |
| 7D | +0.2% | +7.7% | -7.5% | -1.2% |
| 30D | +6.5% | +11.9% | -5.4% | +4.1% |
| 3M | +5.5% | -14.6% | +20.0% | +7.9% |
| 6M | +3.3% | +0.5% | +2.9% | +1.9% |
| YTD | +22.0% | -15.8% | +37.9% | +23.3% |
| 1Y | +25.7% | -12.9% | +38.7% | +26.1% |
| 3Y | +36.2% | -34.2% | +70.4% | +38.4% |
| 5Y | +66.1% | -61.6% | +127.6% | +80.5% |
| All | +378.3% | +69.4% | +308.8% | +300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling