+431.5%
LIN vs MKSI
+345.2%
+86.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +1.2% |
| 7D | +2.1% | +12.2% | -10.1% | -0.1% |
| 30D | +6.8% | -8.0% | +14.8% | +7.7% |
| 3M | +10.4% | -29.5% | +39.9% | +16.3% |
| 6M | +3.2% | -31.9% | +35.1% | +7.2% |
| YTD | +24.6% | +35.3% | -10.7% | +10.4% |
| 1Y | +24.4% | +50.3% | -25.9% | +7.3% |
| 3Y | +36.7% | +216.4% | -179.7% | -10.0% |
| 5Y | +67.0% | +34.4% | +32.6% | +33.8% |
| All | +431.5% | +345.2% | +86.3% | +190.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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