+3,196.7%
LIN vs FTI
+1,647.4%
+1,549.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | +0.5% |
| 7D | +3.6% | -8.0% | +11.6% | +5.8% |
| 30D | +6.4% | -11.9% | +18.3% | +9.6% |
| 3M | +6.5% | -11.0% | +17.5% | +9.2% |
| 6M | +4.9% | -17.8% | +22.7% | +9.2% |
| YTD | +23.4% | +38.5% | -15.1% | +11.4% |
| 1Y | +26.3% | +45.9% | -19.6% | +12.3% |
| 3Y | +38.0% | +181.8% | -143.9% | -0.8% |
| 5Y | +68.0% | +748.6% | -680.6% | -16.4% |
| 10Y | +437.1% | +180.4% | +256.7% | +211.4% |
| All | +3,196.7% | +1,647.4% | +1,549.3% | +649.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling