+107.3%
LIN vs ROIV
+232.7%
-125.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.0% |
| 7D | -2.1% | +0.6% | -2.8% | -2.1% |
| 30D | -2.4% | +1.0% | -3.4% | -2.5% |
| 3M | -5.6% | +18.3% | -23.9% | -6.4% |
| 6M | -3.4% | +18.3% | -21.7% | -4.4% |
| YTD | +13.1% | +61.0% | -47.9% | +9.9% |
| 1Y | +2.5% | +177.9% | -175.4% | -3.5% |
| 3Y | +27.6% | +199.1% | -171.5% | +18.8% |
| 5Y | +63.0% | +250.7% | -187.7% | +43.8% |
| All | +107.3% | +232.7% | -125.3% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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