+35.6%
LIN vs FTI
+209.3%
-173.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.2% |
| 7D | +2.0% | -3.3% | +5.3% | +2.3% |
| 30D | +7.9% | -7.2% | +15.1% | +8.6% |
| 3M | +6.3% | -12.9% | +19.2% | +7.6% |
| 6M | +6.5% | -7.9% | +14.3% | +7.0% |
| YTD | +23.6% | +45.2% | -21.6% | +16.7% |
| 1Y | +25.7% | +48.1% | -22.3% | +18.4% |
| 3Y | +35.6% | +205.0% | -169.4% | +18.3% |
| All | +35.6% | +209.3% | -173.7% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling