+30.0%
LIN vs NDAQ
+94.9%
-64.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.5% |
| 7D | -2.1% | -2.4% | +0.3% | -1.6% |
| 30D | -2.4% | +2.5% | -4.9% | -3.0% |
| 3M | -5.6% | +9.9% | -15.5% | -7.8% |
| 6M | -3.4% | +9.4% | -12.8% | -5.8% |
| YTD | +13.1% | +0.4% | +12.7% | +12.6% |
| 1Y | +2.5% | +4.0% | -1.6% | +0.8% |
| All | +30.0% | +94.9% | -64.9% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling