+169.8%
LIN vs OPEN
-87.0%
+256.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -21.8% | +20.6% | -0.4% |
| 7D | +0.2% | -22.2% | +22.4% | +1.0% |
| 30D | +6.5% | -38.3% | +44.8% | +8.1% |
| 3M | +5.5% | -59.4% | +64.8% | +8.6% |
| 6M | +3.3% | -74.4% | +77.7% | +7.9% |
| YTD | +22.0% | -76.0% | +98.0% | +27.3% |
| 1Y | +25.7% | -78.7% | +104.4% | +31.3% |
| 3Y | +36.2% | -30.0% | +66.2% | +26.0% |
| 5Y | +66.1% | -93.7% | +159.8% | +60.2% |
| All | +169.8% | -87.0% | +256.8% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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