+25.7%
LIN vs NI
+5.9%
+19.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -1.0% |
| 7D | +0.2% | -0.9% | +1.1% | +0.4% |
| 30D | +6.5% | +9.6% | -3.2% | +4.5% |
| 3M | +5.5% | +2.5% | +3.0% | +5.2% |
| 6M | +3.3% | -5.8% | +9.1% | +5.4% |
| YTD | +22.0% | +8.6% | +13.5% | +20.9% |
| 1Y | +25.7% | +6.0% | +19.8% | +25.0% |
| All | +25.7% | +5.9% | +19.8% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling