+23.5%
LIN vs TECH
+23.9%
-0.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.8% | -0.8% |
| 7D | +0.2% | +0.2% | 0.0% | +0.2% |
| 30D | +6.2% | +0.5% | +5.7% | +6.2% |
| 3M | +9.3% | +1.0% | +8.4% | +9.3% |
| 6M | +4.4% | +54.1% | -49.7% | +4.4% |
| YTD | +23.7% | +24.4% | -0.6% | +23.7% |
| 1Y | +23.5% | +19.3% | +4.2% | +23.7% |
| All | +23.5% | +23.9% | -0.4% | +23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling