+68.5%
LIN vs NI
+113.9%
-45.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | +2.1% | +4.3% | -2.2% | +0.6% |
| 30D | +6.8% | +12.4% | -5.6% | +2.5% |
| 3M | +10.4% | +10.2% | +0.2% | +6.6% |
| 6M | +3.2% | -0.8% | +4.0% | +3.3% |
| YTD | +24.6% | +13.2% | +11.4% | +18.6% |
| 1Y | +24.4% | +10.1% | +14.3% | +19.6% |
| 3Y | +36.7% | +103.1% | -66.4% | +2.2% |
| All | +68.5% | +113.9% | -45.4% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling