+61.9%
LIN vs TGT
-21.2%
+83.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | -2.4% | +12.2% | -14.6% | -4.3% |
| 3M | -5.6% | +33.8% | -39.4% | -10.2% |
| 6M | -3.4% | +39.3% | -42.7% | -8.9% |
| YTD | +13.1% | +72.9% | -59.8% | +2.4% |
| 1Y | +2.5% | +84.6% | -82.1% | -8.5% |
| 3Y | +27.6% | +46.2% | -18.6% | +14.1% |
| All | +61.9% | -21.2% | +83.1% | +61.0% |
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