+361.3%
LIN vs TECH
+187.6%
+173.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -2.4% | +0.7% | -3.1% | -2.6% |
| 3M | -5.6% | +36.3% | -41.9% | -12.9% |
| 6M | -3.4% | +25.6% | -29.0% | -10.3% |
| YTD | +13.1% | +23.7% | -10.6% | +4.9% |
| 1Y | +2.5% | +37.6% | -35.2% | -8.5% |
| 3Y | +27.6% | -6.6% | +34.2% | +22.4% |
| 5Y | +63.0% | -42.2% | +105.3% | +80.6% |
| All | +361.3% | +187.6% | +173.7% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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