+192.7%
LIN vs ONTO
+341.5%
-148.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -15.6% | +14.9% | +1.5% |
| 7D | +3.6% | -29.7% | +33.3% | +8.4% |
| 30D | +6.4% | -50.3% | +56.7% | +16.8% |
| 3M | +6.5% | -43.5% | +50.0% | +13.5% |
| 6M | +4.9% | -48.9% | +53.7% | +11.3% |
| YTD | +23.4% | -1.2% | +24.6% | +14.5% |
| 1Y | +26.3% | +14.9% | +11.4% | +13.3% |
| 3Y | +38.0% | +31.2% | +6.8% | +6.4% |
| 5Y | +68.0% | +68.1% | -0.1% | +12.9% |
| All | +192.7% | +341.5% | -148.8% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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