+417.5%
LIN vs MSI
+676.2%
-258.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.9% |
| 7D | +0.2% | +4.7% | -4.5% | -1.8% |
| 30D | +6.5% | +14.8% | -8.3% | +0.2% |
| 3M | +5.5% | +8.8% | -3.3% | +1.4% |
| 6M | +3.3% | +19.3% | -16.0% | -5.4% |
| YTD | +22.0% | +35.3% | -13.3% | +4.9% |
| 1Y | +25.7% | +33.8% | -8.0% | +8.6% |
| 3Y | +36.2% | +74.4% | -38.2% | +1.8% |
| 5Y | +66.1% | +120.5% | -54.5% | +8.8% |
| All | +417.5% | +676.2% | -258.7% | +116.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling