+7,478.8%
LIN vs DRI
+8,061.0%
-582.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.2% | -0.4% |
| 7D | +3.6% | +3.7% | -0.1% | +2.6% |
| 30D | +6.4% | +13.5% | -7.1% | +2.8% |
| 3M | +6.5% | +10.4% | -3.9% | +3.4% |
| 6M | +4.9% | +19.5% | -14.6% | -0.5% |
| YTD | +23.4% | +28.2% | -4.8% | +14.5% |
| 1Y | +26.3% | +31.0% | -4.7% | +16.3% |
| 3Y | +38.0% | +67.1% | -29.1% | +17.3% |
| 5Y | +68.0% | +74.7% | -6.7% | +39.7% |
| 10Y | +437.1% | +376.2% | +61.0% | +213.1% |
| All | +7,478.8% | +8,061.0% | -582.1% | +1,965.8% |
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 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