+427.9%
LIN vs ED
+143.7%
+284.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | +0.2% | -1.7% | +2.0% | +0.8% |
| 30D | +6.2% | +10.7% | -4.5% | +2.4% |
| 3M | +9.3% | +11.6% | -2.3% | +5.1% |
| 6M | +4.4% | +13.5% | -9.1% | -0.4% |
| YTD | +23.7% | +23.1% | +0.6% | +14.7% |
| 1Y | +23.5% | +23.1% | +0.4% | +14.3% |
| 3Y | +35.8% | +47.9% | -12.2% | +16.1% |
| 5Y | +65.9% | +83.9% | -18.0% | +30.3% |
| All | +427.9% | +143.7% | +284.1% | +288.6% |
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