+61.9%
LIN vs MPC
+645.9%
-584.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -2.1% | +5.4% | -7.6% | -2.9% |
| 30D | -2.4% | +31.0% | -33.4% | -6.2% |
| 3M | -5.6% | +46.0% | -51.6% | -11.0% |
| 6M | -3.4% | +77.3% | -80.7% | -12.1% |
| YTD | +13.1% | +141.9% | -128.8% | -2.8% |
| 1Y | +2.5% | +120.9% | -118.4% | -10.8% |
| 3Y | +27.6% | +182.7% | -155.1% | +2.3% |
| All | +61.9% | +645.9% | -584.0% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling