+63.1%
LIN vs FRSH
-72.4%
+135.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.2% |
| 7D | -4.0% | -9.6% | +5.6% | -3.0% |
| 30D | -4.9% | -0.4% | -4.5% | -5.0% |
| 3M | -9.2% | +27.2% | -36.4% | -11.6% |
| 6M | -2.6% | +42.2% | -44.8% | -6.7% |
| YTD | +10.5% | -2.6% | +13.1% | +9.9% |
| 1Y | -0.1% | -10.2% | +10.1% | +0.2% |
| 3Y | +25.4% | -45.5% | +70.9% | +30.4% |
| All | +63.1% | -72.4% | +135.6% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 10y: compounded portfolio wealth divided by compounded FRSH 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…
10y analysis · Full analysis span regression · 6 months rolling