+173.3%
LIN vs OPEN
-87.8%
+261.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -7.1% | +7.4% | +0.5% |
| 7D | +2.0% | -24.7% | +26.7% | +2.9% |
| 30D | +7.9% | -41.0% | +48.9% | +9.7% |
| 3M | +6.3% | -62.4% | +68.7% | +9.8% |
| 6M | +6.5% | -73.9% | +80.3% | +11.1% |
| YTD | +23.6% | -77.5% | +101.1% | +29.2% |
| 1Y | +25.7% | -83.6% | +109.3% | +32.7% |
| 3Y | +35.6% | -37.0% | +72.6% | +26.0% |
| 5Y | +65.9% | -93.3% | +159.1% | +60.0% |
| All | +173.3% | -87.8% | +261.1% | +153.5% |
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