+364.5%
LIN vs DE
+866.0%
-501.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -4.0% | -3.0% | -0.9% | -2.9% |
| 30D | -4.9% | +11.1% | -16.1% | -8.5% |
| 3M | -9.2% | +17.6% | -26.8% | -14.6% |
| 6M | -2.6% | +13.6% | -16.1% | -7.8% |
| YTD | +10.5% | +46.3% | -35.7% | -5.3% |
| 1Y | -0.1% | +44.2% | -44.3% | -14.1% |
| 3Y | +25.4% | +76.6% | -51.2% | -2.5% |
| 5Y | +59.7% | +98.2% | -38.5% | +14.2% |
| All | +364.5% | +866.0% | -501.5% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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