+26.3%
LIN vs MP
-38.7%
+65.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.4% | -0.8% |
| 7D | +3.6% | -19.0% | +22.6% | +3.3% |
| 30D | +6.4% | -30.5% | +36.9% | +5.9% |
| 3M | +6.5% | -29.6% | +36.1% | +6.1% |
| 6M | +4.9% | -50.4% | +55.3% | +4.0% |
| YTD | +23.4% | -33.2% | +56.7% | +22.4% |
| 1Y | +26.3% | -38.6% | +64.9% | +25.0% |
| All | +26.3% | -38.7% | +65.1% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 1y: compounded portfolio wealth divided by compounded MP 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…
1y analysis · Full analysis span regression · 6 months rolling