+68.0%
LIN vs NDAQ
+60.9%
+7.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +0.2% |
| 7D | +3.6% | +1.2% | +2.4% | +3.2% |
| 30D | +6.4% | +15.8% | -9.4% | +1.2% |
| 3M | +6.5% | +13.4% | -6.9% | +1.9% |
| 6M | +4.9% | +20.9% | -16.0% | -2.2% |
| YTD | +23.4% | +11.1% | +12.3% | +18.0% |
| 1Y | +26.3% | +26.5% | -0.2% | +14.5% |
| 3Y | +38.0% | +121.5% | -83.5% | -3.1% |
| 5Y | +68.0% | +61.3% | +6.7% | +28.7% |
| All | +68.0% | +60.9% | +7.1% | +28.7% |
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