+4,576.6%
LIN vs MKSI
+1,754.7%
+2,821.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | +2.0% | +4.0% | -2.0% | +1.1% |
| 30D | +7.9% | -19.3% | +27.2% | +11.0% |
| 3M | +6.3% | -26.9% | +33.2% | +10.7% |
| 6M | +6.5% | -31.7% | +38.2% | +10.3% |
| YTD | +23.6% | +33.9% | -10.4% | +12.7% |
| 1Y | +25.7% | +34.9% | -9.2% | +14.2% |
| 3Y | +35.6% | +207.2% | -171.6% | +0.5% |
| 5Y | +65.9% | +41.1% | +24.7% | +37.8% |
| 10Y | +412.1% | +361.0% | +51.1% | +233.7% |
| All | +4,576.6% | +1,754.7% | +2,821.9% | +2,666.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling