+361.3%
LIN vs MDT
+39.7%
+321.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.5% |
| 7D | -2.1% | +3.2% | -5.3% | -3.6% |
| 30D | -2.4% | +9.5% | -11.9% | -6.6% |
| 3M | -5.6% | +16.0% | -21.6% | -12.3% |
| 6M | -3.4% | +0.2% | -3.6% | -4.1% |
| YTD | +13.1% | -0.3% | +13.4% | +12.1% |
| 1Y | +2.5% | +4.7% | -2.3% | -1.1% |
| 3Y | +27.6% | +26.5% | +1.1% | +9.7% |
| 5Y | +63.0% | -18.2% | +81.2% | +75.4% |
| All | +361.3% | +39.7% | +321.5% | +272.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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