+36.2%
LIN vs EFV
+84.2%
-48.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.5% |
| 7D | +0.2% | -0.7% | +0.9% | +0.5% |
| 30D | +6.5% | +0.9% | +5.6% | +6.0% |
| 3M | +5.5% | -3.6% | +9.0% | +7.2% |
| 6M | +3.3% | +2.5% | +0.8% | +1.9% |
| YTD | +22.0% | +13.2% | +8.8% | +13.6% |
| 1Y | +25.7% | +20.3% | +5.4% | +13.0% |
| 3Y | +36.2% | +84.9% | -48.7% | +1.6% |
| All | +36.2% | +84.2% | -48.0% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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