+65.9%
LIN vs DG
-31.9%
+97.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +2.0% | +5.2% | -3.2% | +1.5% |
| 30D | +7.9% | +7.9% | -0.1% | +7.0% |
| 3M | +6.3% | +12.7% | -6.4% | +4.9% |
| 6M | +6.5% | +22.4% | -15.9% | +4.1% |
| YTD | +23.6% | +5.4% | +18.2% | +22.5% |
| 1Y | +25.7% | +39.4% | -13.7% | +20.9% |
| 3Y | +35.6% | +24.1% | +11.5% | +28.5% |
| 5Y | +65.9% | -32.2% | +98.0% | +72.0% |
| All | +65.9% | -31.9% | +97.7% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling