+330.2%
LIN vs MDB
+895.1%
-564.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.1% | +4.7% | +2.7% |
| 7D | +3.3% | -16.5% | +19.8% | +4.7% |
| 30D | +8.8% | -8.6% | +17.4% | +9.3% |
| 3M | +8.6% | -13.6% | +22.2% | +9.1% |
| 6M | +7.0% | +24.1% | -17.1% | +3.3% |
| YTD | +24.3% | -21.8% | +46.0% | +24.2% |
| 1Y | +27.3% | -7.7% | +35.0% | +24.8% |
| 3Y | +38.9% | -4.3% | +43.2% | +30.3% |
| 5Y | +69.4% | -38.6% | +108.0% | +56.5% |
| All | +330.2% | +895.1% | -564.9% | +187.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling