+25.7%
LIN vs TDY
+25.1%
+0.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | +0.3% |
| 7D | +2.0% | -2.6% | +4.6% | +2.2% |
| 30D | +7.9% | +5.3% | +2.6% | +7.2% |
| 3M | +6.3% | -6.4% | +12.7% | +6.8% |
| 6M | +6.5% | +4.0% | +2.5% | +5.7% |
| YTD | +23.6% | +26.5% | -2.9% | +18.6% |
| 1Y | +25.7% | +24.2% | +1.5% | +20.9% |
| All | +25.7% | +25.1% | +0.7% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 1y: compounded portfolio wealth divided by compounded TDY 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…
1y analysis · Full analysis span regression · 6 months rolling