+427.2%
LIN vs DG
+111.9%
+315.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.3% | -3.0% | +3.3% | +0.8% |
| 30D | +8.0% | +8.6% | -0.6% | +6.5% |
| 3M | +7.7% | +15.0% | -7.3% | +5.0% |
| 6M | +5.1% | +32.7% | -27.6% | -0.2% |
| YTD | +24.7% | +5.5% | +19.2% | +22.6% |
| 1Y | +25.1% | +34.6% | -9.5% | +17.6% |
| 3Y | +36.8% | +24.2% | +12.6% | +25.4% |
| 5Y | +67.9% | -32.3% | +100.1% | +76.2% |
| 10Y | +427.2% | +111.1% | +316.1% | +331.5% |
| All | +427.2% | +111.9% | +315.2% | +331.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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