+736.9%
LIN vs MSCI
+2,756.4%
-2,019.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -2.1% | +0.4% | -2.5% | -2.3% |
| 30D | -2.4% | +0.6% | -3.0% | -2.7% |
| 3M | -5.6% | -7.1% | +1.5% | -3.7% |
| 6M | -3.4% | +0.8% | -4.2% | -4.6% |
| YTD | +13.1% | +1.0% | +12.1% | +11.0% |
| 1Y | +2.5% | +4.3% | -1.8% | -0.9% |
| 3Y | +27.6% | +9.9% | +17.7% | +18.3% |
| 5Y | +63.0% | -6.8% | +69.8% | +56.0% |
| 10Y | +359.3% | +614.7% | -255.4% | +107.2% |
| All | +736.9% | +2,756.4% | -2,019.5% | +100.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling