+10,545.1%
LIN vs ED
+1,881.2%
+8,664.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.4% |
| 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% | -7.1% |
| 6M | -3.4% | -3.0% | -0.4% | -2.4% |
| YTD | +13.1% | +10.7% | +2.4% | +8.2% |
| 1Y | +2.5% | +13.3% | -10.9% | -3.0% |
| 3Y | +27.6% | +34.5% | -6.9% | +11.0% |
| 5Y | +63.0% | +67.1% | -4.1% | +28.5% |
| 10Y | +359.3% | +103.0% | +256.2% | +221.5% |
| All | +10,545.1% | +1,881.2% | +8,664.0% | +3,629.1% |
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