+10,545.1%
LIN vs DTE
+2,407.2%
+8,137.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.6% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | -2.4% | -2.6% | +0.1% | -1.4% |
| 3M | -5.6% | -3.9% | -1.7% | -4.1% |
| 6M | -3.4% | -7.9% | +4.5% | -0.2% |
| YTD | +13.1% | +7.2% | +5.9% | +9.1% |
| 1Y | +2.5% | +3.1% | -0.6% | +0.5% |
| 3Y | +27.6% | +47.6% | -20.0% | +5.1% |
| 5Y | +63.0% | +32.7% | +30.3% | +39.5% |
| 10Y | +359.3% | +138.8% | +220.5% | +190.0% |
| All | +10,545.1% | +2,407.2% | +8,137.9% | +2,601.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling