+63.3%
LIN vs MKTX
-54.9%
+118.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | +0.2% | +0.2% | 0.0% | +0.2% |
| 30D | +6.5% | +0.9% | +5.6% | +6.3% |
| 3M | +5.5% | +2.3% | +3.2% | +5.2% |
| 6M | +3.3% | +12.4% | -9.1% | +1.5% |
| YTD | +22.0% | -7.3% | +29.3% | +23.3% |
| 1Y | +25.7% | +1.8% | +23.9% | +25.2% |
| 3Y | +36.2% | -21.2% | +57.4% | +37.6% |
| All | +63.3% | -54.9% | +118.2% | +77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling