+422.4%
LIN vs FTV
+107.0%
+315.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.2% |
| 7D | +2.0% | +1.4% | +0.6% | +1.3% |
| 30D | +7.9% | +18.3% | -10.4% | -0.7% |
| 3M | +6.3% | +9.8% | -3.5% | +1.3% |
| 6M | +6.5% | +12.3% | -5.8% | -0.1% |
| YTD | +23.6% | +23.1% | +0.5% | +9.4% |
| 1Y | +25.7% | +32.5% | -6.8% | +7.0% |
| 3Y | +35.6% | +38.3% | -2.7% | +9.2% |
| 5Y | +65.9% | +16.8% | +49.0% | +43.6% |
| All | +422.4% | +107.0% | +315.4% | +234.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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