+361.0%
LIN vs EFA
+142.5%
+218.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | -2.1% | +0.6% | -2.7% | -2.6% |
| 30D | -2.4% | +0.9% | -3.3% | -3.2% |
| 3M | -5.6% | +4.9% | -10.5% | -9.9% |
| 6M | -3.4% | +8.6% | -12.0% | -11.3% |
| YTD | +13.1% | +14.6% | -1.5% | -1.6% |
| 1Y | +2.5% | +22.6% | -20.2% | -16.6% |
| 3Y | +27.6% | +66.5% | -38.9% | -24.5% |
| 5Y | +63.0% | +54.5% | +8.5% | +4.2% |
| All | +361.0% | +142.5% | +218.5% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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