+789.6%
LIN vs VRSK
+705.9%
+83.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | +0.2% | -2.4% | +2.7% | +1.1% |
| 30D | +6.2% | +16.8% | -10.6% | -0.3% |
| 3M | +9.3% | +14.7% | -5.3% | +2.8% |
| 6M | +4.4% | +24.7% | -20.4% | -5.9% |
| YTD | +23.7% | -7.0% | +30.8% | +24.3% |
| 1Y | +23.5% | -2.1% | +25.6% | +21.2% |
| 3Y | +35.8% | -11.4% | +47.1% | +36.4% |
| 5Y | +65.9% | -1.2% | +67.1% | +56.3% |
| 10Y | +423.1% | +161.7% | +261.4% | +234.7% |
| All | +789.6% | +705.9% | +83.7% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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