+6,844.0%
LIN vs DRI
+7,577.6%
-733.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.8% |
| 7D | -2.1% | +0.6% | -2.7% | -2.3% |
| 30D | -2.4% | +3.8% | -6.3% | -3.5% |
| 3M | -5.6% | +13.0% | -18.6% | -8.8% |
| 6M | -3.4% | +8.3% | -11.7% | -5.9% |
| YTD | +13.1% | +20.6% | -7.5% | +6.8% |
| 1Y | +2.5% | +6.5% | -4.0% | -0.3% |
| 3Y | +27.6% | +53.7% | -26.1% | +11.0% |
| 5Y | +63.0% | +72.7% | -9.6% | +36.0% |
| 10Y | +359.3% | +363.2% | -3.9% | +170.0% |
| All | +6,844.0% | +7,577.6% | -733.7% | +1,826.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling