+512.8%
LIN vs MPC
+2,977.1%
-2,464.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -2.1% | +5.4% | -7.6% | -3.3% |
| 30D | -2.4% | +31.0% | -33.4% | -8.3% |
| 3M | -5.6% | +46.0% | -51.6% | -13.7% |
| 6M | -3.4% | +77.3% | -80.7% | -16.0% |
| YTD | +13.1% | +141.9% | -128.8% | -8.8% |
| 1Y | +2.5% | +120.9% | -118.4% | -16.0% |
| 3Y | +27.6% | +182.7% | -155.1% | -3.9% |
| 5Y | +63.0% | +646.4% | -583.4% | -5.5% |
| 10Y | +359.3% | +1,138.7% | -779.5% | +113.2% |
| All | +512.8% | +2,977.1% | -2,464.3% | +96.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling