+25.8%
LIN vs KVUE
-0.1%
+26.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -1.7% |
| 7D | -3.5% | -1.9% | -1.5% | -3.2% |
| 30D | -4.1% | -3.3% | -0.8% | -3.7% |
| 3M | -6.4% | +6.0% | -12.3% | -6.9% |
| 6M | -2.4% | +2.3% | -4.8% | -2.7% |
| YTD | +10.9% | +10.3% | +0.6% | +9.7% |
| 1Y | 0.0% | +4.6% | -4.6% | -0.4% |
| 3Y | +25.8% | -2.2% | +28.0% | +26.1% |
| All | +25.8% | -0.1% | +26.0% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling