+36.2%
LIN vs MKSI
+186.3%
-150.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.9% | -1.5% |
| 7D | +0.2% | -4.8% | +5.0% | +0.4% |
| 30D | +6.5% | -29.6% | +36.1% | +8.0% |
| 3M | +5.5% | -33.9% | +39.4% | +7.2% |
| 6M | +3.3% | -34.4% | +37.8% | +4.2% |
| YTD | +22.0% | +20.6% | +1.4% | +16.8% |
| 1Y | +25.7% | +24.4% | +1.4% | +19.8% |
| 3Y | +36.2% | +189.2% | -153.0% | +15.6% |
| All | +36.2% | +186.3% | -150.0% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling