+77.0%
LIN vs ONON
+6.0%
+71.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | +0.1% | +5.7% | -5.5% | -0.5% |
| 30D | +7.6% | +7.0% | +0.6% | +6.7% |
| 3M | +6.5% | -0.1% | +6.6% | +6.1% |
| 6M | +6.2% | +6.5% | -0.3% | +4.8% |
| YTD | +23.2% | -19.3% | +42.5% | +24.9% |
| 1Y | +25.4% | +7.2% | +18.2% | +22.7% |
| 3Y | +38.3% | +39.1% | -0.8% | +27.5% |
| 5Y | +64.4% | -0.8% | +65.3% | +43.7% |
| All | +77.0% | +6.0% | +71.0% | +53.9% |
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