+367.4%
LIN vs MDY
+172.2%
+195.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -2.1% | +0.1% | -2.3% | -2.2% |
| 30D | -2.4% | -1.5% | -0.9% | -1.5% |
| 3M | -5.6% | +0.8% | -6.3% | -6.3% |
| 6M | -3.4% | +7.4% | -10.8% | -8.7% |
| YTD | +13.1% | +15.2% | -2.1% | +1.5% |
| 1Y | +2.5% | +16.5% | -14.1% | -9.1% |
| 3Y | +27.6% | +46.8% | -19.2% | -6.6% |
| 5Y | +63.0% | +46.0% | +17.0% | +18.6% |
| All | +367.4% | +172.2% | +195.2% | +107.8% |
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 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