+431.5%
LIN vs MKTX
+12.8%
+418.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | +2.1% | +0.2% | +1.8% | +2.1% |
| 30D | +6.8% | +0.9% | +5.9% | +6.6% |
| 3M | +10.4% | +2.6% | +7.8% | +9.9% |
| 6M | +3.2% | +20.4% | -17.3% | -1.0% |
| YTD | +24.6% | -7.1% | +31.6% | +25.4% |
| 1Y | +24.4% | -2.8% | +27.1% | +24.1% |
| 3Y | +36.7% | -21.7% | +58.5% | +38.8% |
| 5Y | +67.0% | -54.5% | +121.5% | +86.3% |
| All | +431.5% | +12.8% | +418.6% | +397.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling