+63.3%
LIN vs NDAQ
+60.8%
+2.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | +0.2% | +0.8% | -0.6% | -0.1% |
| 30D | +6.5% | +16.5% | -10.1% | +1.1% |
| 3M | +5.5% | +13.5% | -8.0% | +0.9% |
| 6M | +3.3% | +20.9% | -17.6% | -3.7% |
| YTD | +22.0% | +11.4% | +10.6% | +16.5% |
| 1Y | +25.7% | +25.9% | -0.2% | +14.2% |
| 3Y | +36.2% | +119.9% | -83.6% | -4.1% |
| All | +63.3% | +60.8% | +2.6% | +25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling