+68.0%
LIN vs OPEN
-92.5%
+160.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.6% | +8.9% | -0.3% |
| 7D | +3.6% | -5.8% | +9.4% | +3.8% |
| 30D | +6.4% | -21.1% | +27.5% | +7.2% |
| 3M | +6.5% | -52.4% | +58.9% | +9.3% |
| 6M | +4.9% | -65.8% | +70.6% | +8.7% |
| YTD | +23.4% | -69.3% | +92.7% | +28.1% |
| 1Y | +26.3% | -75.2% | +101.6% | +31.8% |
| 3Y | +38.0% | -14.4% | +52.3% | +25.0% |
| 5Y | +68.0% | -92.0% | +160.0% | +64.2% |
| All | +68.0% | -92.5% | +160.5% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling