+361.0%
LIN vs OMC
+35.8%
+325.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.1% |
| 7D | -2.1% | -6.4% | +4.3% | +0.1% |
| 30D | -2.4% | +1.1% | -3.5% | -3.0% |
| 3M | -5.6% | +10.4% | -16.0% | -9.4% |
| 6M | -3.4% | -1.7% | -1.7% | -3.6% |
| YTD | +13.1% | +4.4% | +8.7% | +9.3% |
| 1Y | +2.5% | +8.4% | -6.0% | -2.9% |
| 3Y | +27.6% | +14.4% | +13.2% | +15.4% |
| 5Y | +63.0% | +33.9% | +29.2% | +34.6% |
| All | +361.0% | +35.8% | +325.2% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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