+79.1%
LIN vs ONON
-1.9%
+81.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +0.3% | -10.1% | +10.5% | +1.5% |
| 30D | +8.0% | -1.8% | +9.9% | +8.2% |
| 3M | +7.7% | +12.3% | -4.6% | +6.2% |
| 6M | +5.1% | +2.0% | +3.1% | +4.2% |
| YTD | +24.7% | -25.3% | +50.0% | +27.4% |
| 1Y | +25.1% | -1.3% | +26.4% | +23.5% |
| 3Y | +36.8% | +29.0% | +7.8% | +27.1% |
| 5Y | +67.9% | -6.2% | +74.1% | +47.7% |
| All | +79.1% | -1.9% | +81.1% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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