+431.5%
LIN vs NOC
+160.0%
+271.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.6% |
| 7D | +2.1% | +4.8% | -2.7% | +0.9% |
| 30D | +6.8% | +11.0% | -4.3% | +3.7% |
| 3M | +10.4% | -3.8% | +14.2% | +11.2% |
| 6M | +3.2% | +0.6% | +2.5% | +2.4% |
| YTD | +24.6% | -2.3% | +26.9% | +23.7% |
| 1Y | +24.4% | +0.3% | +24.1% | +22.6% |
| 3Y | +36.7% | +24.6% | +12.1% | +24.4% |
| 5Y | +67.0% | +66.0% | +1.0% | +32.5% |
| All | +431.5% | +160.0% | +271.4% | +261.1% |
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