+431.5%
LIN vs MTB
+115.1%
+316.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | +2.1% | +1.5% | +0.6% | +1.6% |
| 30D | +6.8% | +2.3% | +4.4% | +6.0% |
| 3M | +10.4% | -12.1% | +22.5% | +14.6% |
| 6M | +3.2% | +9.8% | -6.7% | 0.0% |
| YTD | +24.6% | +12.0% | +12.6% | +19.5% |
| 1Y | +24.4% | +22.0% | +2.4% | +16.0% |
| 3Y | +36.7% | +107.6% | -70.9% | +5.2% |
| 5Y | +67.0% | +61.9% | +5.2% | +35.9% |
| All | +431.5% | +115.1% | +316.4% | +291.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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