+25.7%
LIN vs MKSI
+35.2%
-9.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.3% |
| 7D | +2.0% | +4.0% | -2.0% | +2.2% |
| 30D | +7.9% | -19.3% | +27.2% | +7.2% |
| 3M | +6.3% | -26.9% | +33.2% | +5.3% |
| 6M | +6.5% | -31.7% | +38.2% | +5.3% |
| YTD | +23.6% | +33.9% | -10.4% | +27.2% |
| 1Y | +25.7% | +34.9% | -9.2% | +28.6% |
| All | +25.7% | +35.2% | -9.5% | +28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling