+427.9%
LIN vs RMD
+346.1%
+81.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +6.2% | +1.9% | +4.3% | +5.3% |
| 3M | +9.3% | +6.3% | +3.0% | +7.0% |
| 6M | +4.4% | +18.2% | -13.9% | -1.3% |
| YTD | +23.7% | +0.3% | +23.5% | +21.9% |
| 1Y | +23.5% | -4.3% | +27.7% | +23.2% |
| 3Y | +35.8% | +71.3% | -35.5% | +8.7% |
| 5Y | +65.9% | -1.8% | +67.7% | +56.8% |
| All | +427.9% | +346.1% | +81.7% | +217.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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