+11,385.0%
LIN vs NI
+3,700.0%
+7,685.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -0.9% |
| 7D | +0.2% | -0.9% | +1.1% | +0.6% |
| 30D | +6.5% | +9.6% | -3.2% | +2.6% |
| 3M | +5.5% | +2.5% | +3.0% | +4.3% |
| 6M | +3.3% | -5.8% | +9.1% | +5.5% |
| YTD | +22.0% | +8.6% | +13.5% | +17.4% |
| 1Y | +25.7% | +6.0% | +19.8% | +22.1% |
| 3Y | +36.2% | +91.0% | -54.8% | +2.8% |
| 5Y | +66.1% | +104.8% | -38.7% | +20.5% |
| 10Y | +431.0% | +176.7% | +254.3% | +228.7% |
| All | +11,385.0% | +3,700.0% | +7,685.0% | +3,178.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling