+358.4%
LIN vs MDY
+170.4%
+188.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.3% | -1.5% |
| 7D | -3.5% | +1.0% | -4.5% | -4.2% |
| 30D | -4.1% | -3.1% | -1.0% | -2.0% |
| 3M | -6.4% | +1.8% | -8.2% | -7.7% |
| 6M | -2.4% | +10.8% | -13.2% | -9.8% |
| YTD | +10.9% | +14.4% | -3.5% | 0.0% |
| 1Y | 0.0% | +15.2% | -15.2% | -10.5% |
| 3Y | +25.8% | +51.2% | -25.4% | -10.0% |
| 5Y | +60.8% | +47.2% | +13.6% | +16.3% |
| 10Y | +358.4% | +171.1% | +187.3% | +104.8% |
| All | +358.4% | +170.4% | +188.0% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling