+63.3%
LIN vs DG
-34.7%
+98.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.8% |
| 7D | +0.2% | +1.1% | -0.9% | +0.1% |
| 30D | +6.5% | +9.5% | -3.0% | +5.5% |
| 3M | +5.5% | +5.5% | 0.0% | +4.8% |
| 6M | +3.3% | +16.1% | -12.8% | +1.5% |
| YTD | +22.0% | +2.7% | +19.4% | +21.2% |
| 1Y | +25.7% | +42.1% | -16.3% | +20.6% |
| 3Y | +36.2% | +19.3% | +17.0% | +29.8% |
| All | +63.3% | -34.7% | +98.0% | +69.8% |
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