+68.5%
LIN vs DG
-35.8%
+104.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | +2.1% | +0.3% | +1.8% | +2.1% |
| 30D | +6.8% | +3.2% | +3.5% | +6.4% |
| 3M | +10.4% | +10.4% | -0.1% | +9.2% |
| 6M | +3.2% | +33.2% | -30.0% | +0.1% |
| YTD | +24.6% | +3.0% | +21.6% | +23.7% |
| 1Y | +24.4% | +31.2% | -6.8% | +20.4% |
| 3Y | +36.7% | +21.8% | +14.9% | +29.8% |
| All | +68.5% | -35.8% | +104.3% | +74.3% |
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