+361.3%
LIN vs ED
+103.0%
+258.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.5% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | -2.4% | -0.1% | -2.3% | -2.4% |
| 3M | -5.6% | +3.9% | -9.5% | -6.9% |
| 6M | -3.4% | -3.0% | -0.4% | -2.5% |
| YTD | +13.1% | +10.7% | +2.4% | +8.9% |
| 1Y | +2.5% | +13.3% | -10.9% | -2.3% |
| 3Y | +27.6% | +34.5% | -6.9% | +12.9% |
| 5Y | +63.0% | +67.1% | -4.1% | +32.6% |
| All | +361.3% | +103.0% | +258.3% | +258.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling