+431.5%
LIN vs RMD
+347.3%
+84.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | +2.1% | +2.1% | 0.0% | +1.5% |
| 30D | +6.8% | +2.1% | +4.7% | +5.9% |
| 3M | +10.4% | +6.2% | +4.1% | +8.1% |
| 6M | +3.2% | +19.4% | -16.2% | -2.7% |
| YTD | +24.6% | +0.5% | +24.1% | +22.6% |
| 1Y | +24.4% | -3.9% | +28.3% | +24.0% |
| 3Y | +36.7% | +72.5% | -35.8% | +9.2% |
| 5Y | +67.0% | -1.5% | +68.5% | +57.7% |
| All | +431.5% | +347.3% | +84.1% | +219.0% |
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