+361.0%
LIN vs NOC
+182.6%
+178.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.6% | -0.3% |
| 7D | -2.1% | -5.2% | +3.1% | -0.7% |
| 30D | -2.4% | -7.2% | +4.8% | -0.5% |
| 3M | -5.6% | -5.1% | -0.5% | -4.5% |
| 6M | -3.4% | -31.1% | +27.7% | +6.3% |
| YTD | +13.1% | -8.6% | +21.7% | +14.6% |
| 1Y | +2.5% | -9.7% | +12.2% | +4.1% |
| 3Y | +27.6% | +24.3% | +3.3% | +15.6% |
| 5Y | +63.0% | +52.6% | +10.4% | +32.6% |
| All | +361.0% | +182.6% | +178.4% | +204.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 10y: compounded portfolio wealth divided by compounded NOC 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…
10y analysis · Full analysis span regression · 6 months rolling