+68.0%
LIN vs DRI
+77.7%
-9.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.4% |
| 7D | +3.6% | +3.7% | -0.1% | +2.5% |
| 30D | +6.4% | +13.5% | -7.1% | +2.5% |
| 3M | +6.5% | +10.4% | -3.9% | +3.2% |
| 6M | +4.9% | +19.5% | -14.6% | -1.0% |
| YTD | +23.4% | +28.2% | -4.8% | +13.2% |
| 1Y | +26.3% | +31.0% | -4.7% | +14.8% |
| 3Y | +38.0% | +67.1% | -29.1% | +12.7% |
| 5Y | +68.0% | +74.7% | -6.7% | +31.9% |
| All | +68.0% | +77.7% | -9.7% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling