+127.8%
LIN vs ROIV
+264.1%
-136.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.1% | -3.5% | +2.3% |
| 7D | +3.3% | +3.0% | +0.2% | +3.1% |
| 30D | +8.8% | +6.8% | +1.9% | +8.4% |
| 3M | +8.6% | +10.5% | -1.9% | +7.9% |
| 6M | +7.0% | +34.8% | -27.8% | +5.1% |
| YTD | +24.3% | +76.2% | -51.9% | +20.1% |
| 1Y | +27.3% | +92.4% | -65.1% | +22.4% |
| 3Y | +38.9% | +312.0% | -273.0% | +27.6% |
| 5Y | +69.4% | +388.3% | -318.9% | +45.5% |
| All | +127.8% | +264.1% | -136.3% | +100.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling