+10,545.1%
LIN vs NI
+3,438.6%
+7,106.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.7% |
| 7D | -2.1% | +2.0% | -4.1% | -2.9% |
| 30D | -2.4% | -3.5% | +1.1% | -1.1% |
| 3M | -5.6% | -9.1% | +3.5% | -2.1% |
| 6M | -3.4% | -11.8% | +8.5% | +1.3% |
| YTD | +13.1% | +1.1% | +12.0% | +12.1% |
| 1Y | +2.5% | +6.7% | -4.2% | -0.8% |
| 3Y | +27.6% | +71.1% | -43.5% | +0.5% |
| 5Y | +63.0% | +94.3% | -31.3% | +20.8% |
| 10Y | +359.3% | +135.8% | +223.5% | +203.0% |
| All | +10,545.1% | +3,438.6% | +7,106.6% | +3,030.5% |
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 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