+35.8%
LIN vs EFA
+66.1%
-30.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.1% | -0.5% |
| 7D | +0.2% | +1.3% | -1.0% | -0.3% |
| 30D | +6.2% | +0.5% | +5.7% | +5.9% |
| 3M | +9.3% | -4.1% | +13.5% | +11.3% |
| 6M | +4.4% | +2.4% | +1.9% | +2.9% |
| YTD | +23.7% | +10.0% | +13.7% | +17.1% |
| 1Y | +23.5% | +11.4% | +12.1% | +15.9% |
| All | +35.8% | +66.1% | -30.2% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling