+64.4%
LIN vs DRI
+76.5%
-12.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.5% |
| 7D | +0.1% | +3.1% | -3.0% | -0.8% |
| 30D | +7.6% | +16.2% | -8.7% | +3.0% |
| 3M | +6.5% | +8.4% | -1.8% | +3.8% |
| 6M | +6.2% | +19.0% | -12.8% | +0.4% |
| YTD | +23.2% | +28.8% | -5.6% | +12.8% |
| 1Y | +25.4% | +33.1% | -7.7% | +13.4% |
| 3Y | +38.3% | +70.8% | -32.5% | +12.0% |
| 5Y | +64.4% | +74.2% | -9.8% | +29.4% |
| All | +64.4% | +76.5% | -12.1% | +29.4% |
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