+65.9%
LIN vs IT
-43.9%
+109.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +2.0% | -7.5% | +9.5% | +3.4% |
| 30D | +7.9% | -1.2% | +9.0% | +7.7% |
| 3M | +6.3% | -2.2% | +8.5% | +5.9% |
| 6M | +6.5% | +19.1% | -12.6% | +1.0% |
| YTD | +23.6% | -25.1% | +48.7% | +30.0% |
| 1Y | +25.7% | -17.4% | +43.1% | +28.5% |
| 3Y | +35.6% | -54.1% | +89.7% | +61.4% |
| 5Y | +65.9% | -42.7% | +108.5% | +70.9% |
| All | +65.9% | -43.9% | +109.8% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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