+65.2%
LIN vs FTV
+12.1%
+53.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +1.0% |
| 7D | +3.6% | -0.6% | +4.2% | +3.8% |
| 30D | +6.4% | +13.0% | -6.6% | +1.1% |
| 3M | +6.5% | +6.8% | -0.3% | +3.4% |
| 6M | +4.9% | +8.0% | -3.2% | +1.0% |
| YTD | +23.4% | +18.9% | +4.6% | +12.9% |
| 1Y | +26.3% | +30.8% | -4.5% | +10.3% |
| 3Y | +38.0% | +33.4% | +4.6% | +14.2% |
| All | +65.2% | +12.1% | +53.2% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling