+25.7%
LIN vs INDA
-5.5%
+31.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.3% |
| 7D | +0.2% | +6.6% | -6.4% | -0.3% |
| 30D | +6.5% | +10.4% | -3.9% | +5.6% |
| 3M | +5.5% | +1.5% | +3.9% | +5.1% |
| 6M | +3.3% | +1.7% | +1.6% | +2.7% |
| YTD | +22.0% | -5.8% | +27.9% | +22.0% |
| 1Y | +25.7% | -5.1% | +30.8% | +26.1% |
| All | +25.7% | -5.5% | +31.3% | +26.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling