+11,518.3%
LIN vs ED
+2,142.4%
+9,375.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.0% |
| 7D | +3.6% | +5.2% | -1.6% | +1.5% |
| 30D | +6.4% | +15.5% | -9.1% | +0.4% |
| 3M | +6.5% | +13.0% | -6.5% | +1.2% |
| 6M | +4.9% | +13.1% | -8.3% | -0.5% |
| YTD | +23.4% | +25.3% | -1.8% | +12.3% |
| 1Y | +26.3% | +30.5% | -4.2% | +12.9% |
| 3Y | +38.0% | +49.3% | -11.3% | +15.1% |
| 5Y | +68.0% | +84.6% | -16.6% | +27.4% |
| 10Y | +437.1% | +135.4% | +301.7% | +254.1% |
| All | +11,518.3% | +2,142.4% | +9,375.9% | +3,768.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling