0.0%
LIN vs DTE
+4.2%
-4.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.2% |
| 7D | -3.5% | +0.9% | -4.3% | -3.7% |
| 30D | -4.1% | -1.9% | -2.2% | -3.6% |
| 3M | -6.4% | -3.3% | -3.1% | -5.5% |
| 6M | -2.4% | -7.1% | +4.7% | -0.4% |
| YTD | +10.9% | +8.1% | +2.8% | +6.5% |
| 1Y | 0.0% | +5.3% | -5.2% | -3.0% |
| All | 0.0% | +4.2% | -4.2% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 1y: compounded portfolio wealth divided by compounded DTE 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…
1y analysis · Full analysis span regression · 6 months rolling