+36.2%
LIN vs DTE
+49.5%
-13.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | +6.5% | +6.2% | +0.3% | +4.6% |
| 3M | +5.5% | -2.6% | +8.1% | +6.2% |
| 6M | +3.3% | -3.5% | +6.9% | +4.3% |
| YTD | +22.0% | +7.4% | +14.7% | +18.9% |
| 1Y | +25.7% | +4.2% | +21.5% | +23.6% |
| 3Y | +36.2% | +51.7% | -15.5% | +25.4% |
| All | +36.2% | +49.5% | -13.2% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling