+65.9%
LIN vs MDT
-2.4%
+68.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.7% |
| 7D | +2.0% | +2.7% | -0.7% | +1.1% |
| 30D | +7.9% | +14.8% | -7.0% | +3.1% |
| 3M | +6.3% | +14.6% | -8.3% | +1.5% |
| 6M | +6.5% | +35.7% | -29.2% | -4.3% |
| YTD | +23.6% | +8.5% | +15.1% | +19.6% |
| 1Y | +25.7% | +13.3% | +12.4% | +19.5% |
| 3Y | +35.6% | +58.6% | -23.0% | +11.3% |
| 5Y | +65.9% | -2.6% | +68.5% | +63.7% |
| All | +65.9% | -2.4% | +68.2% | +63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling