+25.1%
LIN vs DRI
+36.0%
-10.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.3% | -0.7% | +1.1% | +0.4% |
| 30D | +8.0% | +14.7% | -6.7% | +6.2% |
| 3M | +7.7% | +5.4% | +2.3% | +6.8% |
| 6M | +5.1% | +18.8% | -13.8% | +2.8% |
| YTD | +24.7% | +28.4% | -3.7% | +19.5% |
| 1Y | +25.1% | +37.7% | -12.6% | +17.2% |
| All | +25.1% | +36.0% | -10.9% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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