+427.2%
LIN vs FTI
+180.1%
+247.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.7% |
| 7D | +0.3% | +1.4% | -1.0% | +0.1% |
| 30D | +8.0% | -6.3% | +14.3% | +9.0% |
| 3M | +7.7% | -13.1% | +20.8% | +9.9% |
| 6M | +5.1% | -8.0% | +13.0% | +5.8% |
| YTD | +24.7% | +47.1% | -22.3% | +15.7% |
| 1Y | +25.1% | +50.7% | -25.6% | +15.5% |
| 3Y | +36.8% | +209.0% | -172.1% | +9.4% |
| 5Y | +67.9% | +847.0% | -779.1% | +6.2% |
| 10Y | +427.2% | +184.3% | +242.9% | +265.9% |
| All | +427.2% | +180.1% | +247.1% | +265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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