+63.3%
LIN vs MKSI
+24.3%
+39.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.9% | -2.1% |
| 7D | +0.2% | -4.8% | +5.0% | +0.6% |
| 30D | +6.5% | -29.6% | +36.1% | +10.4% |
| 3M | +5.5% | -33.9% | +39.4% | +9.8% |
| 6M | +3.3% | -34.4% | +37.8% | +6.1% |
| YTD | +22.0% | +20.6% | +1.4% | +13.2% |
| 1Y | +25.7% | +24.4% | +1.4% | +15.8% |
| 3Y | +36.2% | +189.2% | -153.0% | -2.3% |
| All | +63.3% | +24.3% | +39.1% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling