+27.3%
LIN vs MDB
-8.5%
+35.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +2.5% |
| 7D | +3.3% | -16.5% | +19.8% | +2.7% |
| 30D | +8.8% | -8.6% | +17.4% | +8.5% |
| 3M | +8.6% | -13.6% | +22.2% | +8.4% |
| 6M | +7.0% | +24.1% | -17.1% | +8.1% |
| YTD | +24.3% | -21.8% | +46.0% | +25.7% |
| 1Y | +27.3% | -7.7% | +35.0% | +28.1% |
| All | +27.3% | -8.5% | +35.8% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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