+67.9%
LIN vs MSCI
+8.1%
+59.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +0.3% | -1.9% | +2.2% | +0.9% |
| 30D | +8.0% | +16.5% | -8.4% | +3.1% |
| 3M | +7.7% | +18.2% | -10.5% | +2.1% |
| 6M | +5.1% | +14.0% | -8.9% | +0.1% |
| YTD | +24.7% | +16.6% | +8.1% | +17.1% |
| 1Y | +25.1% | +14.8% | +10.3% | +18.0% |
| 3Y | +36.8% | +33.3% | +3.6% | +19.0% |
| 5Y | +67.9% | +9.1% | +58.8% | +45.2% |
| All | +67.9% | +8.1% | +59.7% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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