+27.3%
LIN vs DLR
+11.0%
+16.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | +2.6% |
| 7D | +3.3% | +2.8% | +0.4% | +3.2% |
| 30D | +8.8% | +2.8% | +6.0% | +8.8% |
| 3M | +8.6% | -4.0% | +12.6% | +8.8% |
| 6M | +7.0% | -5.6% | +12.6% | +7.3% |
| YTD | +24.3% | +21.9% | +2.3% | +25.8% |
| 1Y | +27.3% | +13.0% | +14.2% | +28.0% |
| All | +27.3% | +11.0% | +16.3% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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