+417.3%
LIN vs EFX
+63.8%
+353.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | +0.1% | -2.2% | +2.3% | +0.7% |
| 30D | +7.6% | +29.2% | -21.6% | -0.1% |
| 3M | +6.5% | +3.5% | +3.1% | +4.9% |
| 6M | +6.2% | +7.8% | -1.6% | +2.6% |
| YTD | +23.2% | -12.4% | +35.7% | +25.1% |
| 1Y | +25.4% | -8.2% | +33.7% | +25.4% |
| 3Y | +38.3% | +4.7% | +33.6% | +26.8% |
| 5Y | +64.4% | -32.0% | +96.5% | +70.7% |
| 10Y | +417.3% | +69.1% | +348.3% | +284.1% |
| All | +417.3% | +63.8% | +353.5% | +284.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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