+36.2%
LIN vs DRI
+66.4%
-30.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | +0.2% | +2.8% | -2.6% | -0.3% |
| 30D | +6.5% | +13.3% | -6.8% | +3.9% |
| 3M | +5.5% | +8.2% | -2.7% | +3.7% |
| 6M | +3.3% | +17.5% | -14.2% | -0.2% |
| YTD | +22.0% | +26.9% | -4.9% | +15.3% |
| 1Y | +25.7% | +31.6% | -5.8% | +17.7% |
| 3Y | +36.2% | +67.0% | -30.7% | +21.8% |
| All | +36.2% | +66.4% | -30.2% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling