+35.8%
LIN vs NI
+101.6%
-65.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -0.9% |
| 7D | +0.2% | +3.1% | -2.8% | -0.5% |
| 30D | +6.2% | +11.2% | -5.0% | +3.5% |
| 3M | +9.3% | +9.8% | -0.5% | +6.8% |
| 6M | +4.4% | -1.6% | +6.0% | +4.8% |
| YTD | +23.7% | +12.6% | +11.1% | +19.9% |
| 1Y | +23.5% | +7.8% | +15.7% | +21.0% |
| All | +35.8% | +101.6% | -65.8% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling