+68.5%
LIN vs TGT
-27.7%
+96.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.6% |
| 7D | +2.1% | +2.6% | -0.5% | +1.7% |
| 30D | +6.8% | +4.7% | +2.1% | +5.9% |
| 3M | +10.4% | +4.6% | +5.8% | +9.4% |
| 6M | +3.2% | +34.9% | -31.7% | -2.1% |
| YTD | +24.6% | +70.9% | -46.3% | +13.1% |
| 1Y | +24.4% | +84.4% | -60.0% | +11.3% |
| 3Y | +36.7% | +69.1% | -32.4% | +18.1% |
| All | +68.5% | -27.7% | +96.2% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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