+36.2%
LIN vs OMC
+23.9%
+12.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | +0.2% | +6.3% | -6.1% | -1.0% |
| 30D | +6.5% | +15.4% | -8.9% | +3.4% |
| 3M | +5.5% | +5.8% | -0.3% | +4.1% |
| 6M | +3.3% | +14.7% | -11.3% | 0.0% |
| YTD | +22.0% | +10.3% | +11.7% | +18.8% |
| 1Y | +25.7% | +23.2% | +2.5% | +18.6% |
| 3Y | +36.2% | +24.6% | +11.6% | +28.8% |
| All | +36.2% | +23.9% | +12.3% | +28.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling