+2,575.7%
LIN vs NDAQ
+2,327.9%
+247.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.4% |
| 7D | -2.1% | -2.4% | +0.3% | -1.5% |
| 30D | -2.4% | +2.5% | -4.9% | -3.1% |
| 3M | -5.6% | +9.9% | -15.5% | -8.3% |
| 6M | -3.4% | +9.4% | -12.8% | -6.3% |
| YTD | +13.1% | +0.4% | +12.7% | +11.9% |
| 1Y | +2.5% | +4.0% | -1.6% | +0.2% |
| 3Y | +27.6% | +94.4% | -66.8% | +3.7% |
| 5Y | +63.0% | +56.7% | +6.3% | +39.7% |
| 10Y | +359.3% | +375.3% | -16.0% | +192.4% |
| All | +2,575.7% | +2,327.9% | +247.8% | +1,157.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling