+37.8%
LIN vs DRI
+68.1%
-30.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.5% |
| 7D | +3.6% | +3.7% | -0.1% | +2.9% |
| 30D | +6.4% | +13.5% | -7.1% | +3.8% |
| 3M | +6.5% | +10.4% | -3.9% | +4.3% |
| 6M | +4.9% | +19.5% | -14.6% | +0.9% |
| YTD | +23.4% | +28.2% | -4.8% | +16.4% |
| 1Y | +26.3% | +31.0% | -4.7% | +18.4% |
| All | +37.8% | +68.1% | -30.3% | +23.0% |
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