+383.8%
LIN vs FND
+70.1%
+313.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.6% | +3.0% | 0.0% |
| 7D | +3.6% | +2.2% | +1.3% | +3.1% |
| 30D | +6.4% | +9.6% | -3.2% | +4.4% |
| 3M | +6.5% | -17.9% | +24.4% | +9.7% |
| 6M | +4.9% | +6.6% | -1.7% | +2.3% |
| YTD | +23.4% | -15.5% | +38.9% | +24.7% |
| 1Y | +26.3% | -16.2% | +42.5% | +27.5% |
| 3Y | +38.0% | -36.3% | +74.3% | +41.1% |
| 5Y | +68.0% | -61.4% | +129.4% | +82.5% |
| All | +383.8% | +70.1% | +313.7% | +304.7% |
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 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