+331.3%
LIN vs MDB
+912.7%
-581.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.8% |
| 7D | +2.1% | +6.8% | -4.7% | +1.6% |
| 30D | +6.8% | -6.2% | +13.0% | +7.1% |
| 3M | +10.4% | -29.2% | +39.6% | +12.7% |
| 6M | +3.2% | +10.3% | -7.1% | +0.7% |
| YTD | +24.6% | -20.4% | +45.0% | +24.3% |
| 1Y | +24.4% | -4.8% | +29.2% | +21.6% |
| 3Y | +36.7% | -11.6% | +48.3% | +29.6% |
| 5Y | +67.0% | -41.0% | +108.1% | +55.0% |
| All | +331.3% | +912.7% | -581.5% | +188.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling