+25.7%
LIN vs DE
+48.3%
-22.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | +2.0% | +3.3% | -1.3% | +1.6% |
| 30D | +7.9% | +10.7% | -2.9% | +6.6% |
| 3M | +6.3% | +13.1% | -6.8% | +4.8% |
| 6M | +6.5% | +20.2% | -13.7% | +4.3% |
| YTD | +23.6% | +48.9% | -25.3% | +15.2% |
| 1Y | +25.7% | +46.6% | -20.9% | +17.5% |
| All | +25.7% | +48.3% | -22.6% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling