+63.3%
LIN vs FRSH
-68.5%
+131.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | -0.7% |
| 7D | +0.2% | -17.7% | +17.9% | +2.1% |
| 30D | +6.5% | -11.0% | +17.4% | +7.6% |
| 3M | +5.5% | +4.5% | +1.0% | +4.7% |
| 6M | +3.3% | +36.2% | -32.9% | -0.7% |
| YTD | +22.0% | -1.1% | +23.2% | +20.9% |
| 1Y | +25.7% | +11.6% | +14.1% | +22.7% |
| 3Y | +36.2% | -33.9% | +70.1% | +38.4% |
| All | +63.3% | -68.5% | +131.8% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling