+412.1%
LIN vs ED
+136.7%
+275.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +2.0% | +2.1% | -0.1% | +1.3% |
| 30D | +7.9% | +12.4% | -4.6% | +3.5% |
| 3M | +6.3% | +13.1% | -6.8% | +1.7% |
| 6M | +6.5% | +14.1% | -7.6% | +1.5% |
| YTD | +23.6% | +23.1% | +0.5% | +14.5% |
| 1Y | +25.7% | +25.4% | +0.3% | +15.6% |
| 3Y | +35.6% | +47.9% | -12.2% | +16.0% |
| 5Y | +65.9% | +81.9% | -16.0% | +30.8% |
| 10Y | +412.1% | +141.3% | +270.8% | +275.3% |
| All | +412.1% | +136.7% | +275.4% | +275.3% |
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