+417.3%
LIN vs INDA
+104.1%
+313.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.4% |
| 7D | +0.1% | +6.1% | -6.0% | -3.1% |
| 30D | +7.6% | +11.7% | -4.1% | +1.2% |
| 3M | +6.5% | +2.1% | +4.5% | +5.2% |
| 6M | +6.2% | +3.2% | +3.0% | +4.1% |
| YTD | +23.2% | -4.9% | +28.1% | +25.8% |
| 1Y | +25.4% | -4.4% | +29.8% | +27.5% |
| 3Y | +38.3% | +17.6% | +20.7% | +22.9% |
| 5Y | +64.4% | +9.9% | +54.6% | +51.8% |
| 10Y | +417.3% | +102.7% | +314.6% | +250.1% |
| All | +417.3% | +104.1% | +313.2% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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