+546.8%
ON vs LIN
+420.6%
+126.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.8% |
| 7D | +17.0% | +0.2% | +16.8% | +16.9% |
| 30D | -3.9% | +6.2% | -10.0% | -9.2% |
| 3M | -11.5% | +9.3% | -20.9% | -18.7% |
| 6M | -29.2% | +4.4% | -33.5% | -32.6% |
| YTD | +36.2% | +23.7% | +12.4% | +10.0% |
| 1Y | +49.6% | +23.5% | +26.2% | +20.8% |
| 3Y | +9.4% | +35.8% | -26.4% | -20.4% |
| 5Y | +25.8% | +65.9% | -40.1% | -24.1% |
| All | +546.8% | +420.6% | +126.2% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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