+412.1%
LIN vs ALLE
+217.2%
+194.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | +7.9% | +25.9% | -18.1% | -2.4% |
| 3M | +6.3% | +14.9% | -8.6% | -0.2% |
| 6M | +6.5% | +42.1% | -35.6% | -9.3% |
| YTD | +23.6% | +20.4% | +3.2% | +12.1% |
| 1Y | +25.7% | +14.9% | +10.9% | +16.3% |
| 3Y | +35.6% | +90.1% | -54.5% | -3.5% |
| 5Y | +65.9% | +53.0% | +12.9% | +28.3% |
| 10Y | +412.1% | +208.8% | +203.2% | +206.5% |
| All | +412.1% | +217.2% | +194.8% | +206.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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