+64.4%
LIN vs DLR
+36.4%
+28.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | +0.3% |
| 7D | +0.1% | +2.4% | -2.2% | -0.4% |
| 30D | +7.6% | +0.7% | +6.8% | +7.3% |
| 3M | +6.5% | -6.4% | +13.0% | +7.7% |
| 6M | +6.2% | -6.5% | +12.7% | +7.1% |
| YTD | +23.2% | +18.8% | +4.4% | +17.4% |
| 1Y | +25.4% | +9.0% | +16.4% | +21.8% |
| 3Y | +38.3% | +54.5% | -16.2% | +19.8% |
| 5Y | +64.4% | +35.8% | +28.6% | +44.7% |
| All | +64.4% | +36.4% | +28.1% | +44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling