+92.2%
LIN vs MSFU
+97.0%
-4.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.4% | +6.7% | 0.0% |
| 7D | +3.6% | +1.0% | +2.6% | +3.4% |
| 30D | +6.4% | +0.6% | +5.8% | +6.1% |
| 3M | +6.5% | +16.4% | -9.9% | +4.8% |
| 6M | +4.9% | +53.0% | -48.1% | -0.3% |
| YTD | +23.4% | +3.5% | +20.0% | +22.6% |
| 1Y | +26.3% | -7.8% | +34.2% | +27.5% |
| 3Y | +38.0% | +35.6% | +2.4% | +24.5% |
| All | +92.2% | +97.0% | -4.8% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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