+417.3%
LIN vs MDY
+180.7%
+236.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.2% | -1.2% |
| 7D | +0.1% | +0.7% | -0.6% | -0.5% |
| 30D | +7.6% | +1.3% | +6.3% | +6.4% |
| 3M | +6.5% | -4.1% | +10.6% | +9.3% |
| 6M | +6.2% | +1.0% | +5.2% | +4.9% |
| YTD | +23.2% | +13.3% | +9.9% | +11.6% |
| 1Y | +25.4% | +15.7% | +9.7% | +11.7% |
| 3Y | +38.3% | +59.6% | -21.3% | -5.3% |
| 5Y | +64.4% | +36.3% | +28.1% | +25.8% |
| 10Y | +417.3% | +173.6% | +243.7% | +140.1% |
| All | +417.3% | +180.7% | +236.6% | +140.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling