+60.8%
LIN vs MKSI
+84.9%
-24.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.0% | -3.9% | -2.2% |
| 7D | -3.5% | +7.7% | -11.2% | -4.3% |
| 30D | -4.1% | -12.9% | +8.8% | -2.7% |
| 3M | -6.4% | -14.8% | +8.5% | -5.9% |
| 6M | -2.4% | +26.6% | -29.1% | -8.0% |
| YTD | +10.9% | +66.6% | -55.7% | -0.4% |
| 1Y | 0.0% | +144.6% | -144.5% | -16.8% |
| 3Y | +25.8% | +193.1% | -167.3% | -5.6% |
| 5Y | +60.8% | +88.6% | -27.8% | +31.4% |
| All | +60.8% | +84.9% | -24.0% | +31.4% |
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