+63.3%
LIN vs FTI
+776.4%
-713.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.3% | -1.5% |
| 7D | +0.2% | -7.6% | +7.8% | +1.2% |
| 30D | +6.5% | -7.1% | +13.6% | +7.3% |
| 3M | +5.5% | -8.7% | +14.2% | +6.4% |
| 6M | +3.3% | -14.0% | +17.3% | +4.9% |
| YTD | +22.0% | +42.8% | -20.8% | +15.0% |
| 1Y | +25.7% | +50.4% | -24.6% | +17.6% |
| 3Y | +36.2% | +194.1% | -157.9% | +13.7% |
| All | +63.3% | +776.4% | -713.1% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling