+10,545.1%
LIN vs OMC
+3,950.8%
+6,594.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | 0.0% |
| 7D | -2.1% | -6.4% | +4.3% | +0.2% |
| 30D | -2.4% | +1.1% | -3.5% | -3.0% |
| 3M | -5.6% | +10.4% | -16.0% | -9.5% |
| 6M | -3.4% | -1.7% | -1.7% | -3.7% |
| YTD | +13.1% | +4.4% | +8.7% | +8.9% |
| 1Y | +2.5% | +8.4% | -6.0% | -3.2% |
| 3Y | +27.6% | +14.4% | +13.2% | +15.7% |
| 5Y | +63.0% | +33.9% | +29.2% | +36.4% |
| 10Y | +359.3% | +34.9% | +324.4% | +265.3% |
| All | +10,545.1% | +3,950.8% | +6,594.3% | +2,829.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling