+60.8%
LIN vs TDY
+36.7%
+24.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.6% |
| 7D | -3.5% | -0.9% | -2.6% | -3.1% |
| 30D | -4.1% | -12.5% | +8.4% | +0.9% |
| 3M | -6.4% | -1.2% | -5.2% | -6.4% |
| 6M | -2.4% | -6.6% | +4.1% | -0.6% |
| YTD | +10.9% | +18.5% | -7.5% | +1.3% |
| 1Y | 0.0% | +10.8% | -10.7% | -6.1% |
| 3Y | +25.8% | +47.5% | -21.7% | +1.0% |
| 5Y | +60.8% | +35.8% | +25.0% | +30.9% |
| All | +60.8% | +36.7% | +24.2% | +30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling