+11,518.3%
LIN vs TECH
+14,587.3%
-3,068.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +3.6% | -0.1% | +3.7% | +3.6% |
| 30D | +6.4% | +0.3% | +6.1% | +6.3% |
| 3M | +6.5% | +1.0% | +5.5% | +6.3% |
| 6M | +4.9% | +28.6% | -23.7% | +0.2% |
| YTD | +23.4% | +24.1% | -0.6% | +17.9% |
| 1Y | +26.3% | +21.9% | +4.4% | +20.8% |
| 3Y | +38.0% | +25.7% | +12.3% | +28.4% |
| 5Y | +68.0% | -40.2% | +108.2% | +73.0% |
| 10Y | +437.1% | +210.1% | +227.1% | +337.5% |
| All | +11,518.3% | +14,587.3% | -3,068.9% | +7,070.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling