+412.1%
LIN vs MPC
+1,105.8%
-693.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.0% | -8.8% | +10.8% | +3.9% |
| 30D | +7.9% | -14.4% | +22.3% | +11.2% |
| 3M | +6.3% | +21.9% | -15.6% | +0.9% |
| 6M | +6.5% | +60.1% | -53.6% | -5.5% |
| YTD | +23.6% | +142.3% | -118.7% | -1.4% |
| 1Y | +25.7% | +101.7% | -76.0% | +4.7% |
| 3Y | +35.6% | +184.8% | -149.2% | +0.6% |
| 5Y | +65.9% | +564.6% | -498.7% | -4.0% |
| 10Y | +412.1% | +1,098.3% | -686.3% | +134.5% |
| All | +412.1% | +1,105.8% | -693.7% | +134.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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