+65.9%
LIN vs MDY
+35.5%
+30.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.1% |
| 7D | +0.2% | +3.0% | -2.8% | -1.5% |
| 30D | +6.2% | +0.8% | +5.4% | +5.5% |
| 3M | +9.3% | -5.1% | +14.5% | +12.5% |
| 6M | +4.4% | +1.2% | +3.2% | +3.2% |
| YTD | +23.7% | +12.5% | +11.3% | +14.1% |
| 1Y | +23.5% | +13.8% | +9.7% | +12.9% |
| 3Y | +35.8% | +56.4% | -20.7% | -3.0% |
| 5Y | +65.9% | +35.3% | +30.6% | +28.5% |
| All | +65.9% | +35.5% | +30.3% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling