+286.5%
EWY vs LIN
+362.4%
-75.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.6% | +5.1% |
| 7D | +4.8% | -2.1% | +6.9% | +6.0% |
| 30D | +11.7% | -2.4% | +14.1% | +12.9% |
| 3M | -7.4% | -5.6% | -1.8% | -5.2% |
| 6M | +40.6% | -3.4% | +43.9% | +41.4% |
| YTD | +94.3% | +13.1% | +81.2% | +78.7% |
| 1Y | +164.3% | +2.5% | +161.8% | +155.8% |
| 3Y | +221.0% | +27.6% | +193.4% | +170.3% |
| 5Y | +139.1% | +63.0% | +76.1% | +70.5% |
| All | +286.5% | +362.4% | -75.9% | +49.1% |
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