+37.8%
LIN vs MDB
-12.3%
+50.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.2% | +6.6% | -0.6% |
| 7D | +3.6% | -20.9% | +24.5% | +3.8% |
| 30D | +6.4% | -15.6% | +21.9% | +6.5% |
| 3M | +6.5% | -19.1% | +25.6% | +6.6% |
| 6M | +4.9% | +14.2% | -9.4% | +4.0% |
| YTD | +23.4% | -27.4% | +50.9% | +23.9% |
| 1Y | +26.3% | -13.0% | +39.4% | +25.9% |
| All | +37.8% | -12.3% | +50.1% | +33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling