+480.1%
LIN vs INDA
+115.1%
+364.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -2.1% | +0.7% | -2.8% | -2.4% |
| 30D | -2.4% | -0.8% | -1.6% | -2.1% |
| 3M | -5.6% | +3.9% | -9.5% | -7.3% |
| 6M | -3.4% | -0.7% | -2.7% | -3.5% |
| YTD | +13.1% | -7.7% | +20.8% | +16.7% |
| 1Y | +2.5% | -5.1% | +7.6% | +4.3% |
| 3Y | +27.6% | +13.6% | +14.0% | +18.0% |
| 5Y | +63.0% | +7.8% | +55.2% | +54.8% |
| 10Y | +359.3% | +84.6% | +274.6% | +236.9% |
| All | +480.1% | +115.1% | +364.9% | +297.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling