+4,180.4%
LIN vs MKSI
+2,161.7%
+2,018.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.2% | -1.7% |
| 7D | -2.1% | +1.8% | -3.9% | -2.4% |
| 30D | -2.4% | -16.8% | +14.4% | +0.3% |
| 3M | -5.6% | -21.1% | +15.5% | -3.5% |
| 6M | -3.4% | +10.8% | -14.2% | -7.6% |
| YTD | +13.1% | +63.3% | -50.2% | +0.7% |
| 1Y | +2.5% | +157.0% | -154.5% | -16.7% |
| 3Y | +27.6% | +163.7% | -136.1% | -1.7% |
| 5Y | +63.0% | +82.0% | -18.9% | +30.9% |
| 10Y | +359.3% | +467.2% | -107.9% | +191.7% |
| All | +4,180.4% | +2,161.7% | +2,018.7% | +2,371.9% |
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