+61.9%
LIN vs INDA
+8.8%
+53.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -2.1% | +0.7% | -2.8% | -2.5% |
| 30D | -2.4% | -0.8% | -1.6% | -2.0% |
| 3M | -5.6% | +3.9% | -9.5% | -7.7% |
| 6M | -3.4% | -0.7% | -2.7% | -3.4% |
| YTD | +13.1% | -7.7% | +20.8% | +18.2% |
| 1Y | +2.5% | -5.1% | +7.6% | +5.0% |
| 3Y | +27.6% | +13.6% | +14.0% | +9.5% |
| All | +61.9% | +8.8% | +53.1% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling