+63.3%
LIN vs EFA
+45.7%
+17.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -0.6% |
| 7D | +0.2% | -1.4% | +1.6% | +1.2% |
| 30D | +6.5% | -1.2% | +7.6% | +7.3% |
| 3M | +5.5% | -5.1% | +10.6% | +9.3% |
| 6M | +3.3% | -1.2% | +4.6% | +3.7% |
| YTD | +22.0% | +7.8% | +14.2% | +13.5% |
| 1Y | +25.7% | +12.2% | +13.6% | +13.1% |
| 3Y | +36.2% | +61.5% | -25.3% | -13.2% |
| All | +63.3% | +45.7% | +17.7% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling