+417.5%
LIN vs Z
-14.9%
+432.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.8% |
| 7D | +0.2% | -4.6% | +4.8% | +0.7% |
| 30D | +6.5% | +8.3% | -1.9% | +5.1% |
| 3M | +5.5% | -11.6% | +17.1% | +6.5% |
| 6M | +3.3% | -33.6% | +37.0% | +7.8% |
| YTD | +22.0% | -56.7% | +78.7% | +33.7% |
| 1Y | +25.7% | -59.1% | +84.9% | +38.6% |
| 3Y | +36.2% | -20.4% | +56.6% | +33.2% |
| 5Y | +66.1% | -55.3% | +121.3% | +69.2% |
| All | +417.5% | -14.9% | +432.4% | +333.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling