+417.5%
LIN vs EFX
+66.3%
+351.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.0% | -0.5% |
| 7D | +0.2% | +2.7% | -2.5% | -0.5% |
| 30D | +6.5% | +33.1% | -26.6% | -2.0% |
| 3M | +5.5% | +8.2% | -2.7% | +2.6% |
| 6M | +3.3% | +10.2% | -6.8% | -0.8% |
| YTD | +22.0% | -11.8% | +33.9% | +23.7% |
| 1Y | +25.7% | -6.1% | +31.8% | +24.9% |
| 3Y | +36.2% | +7.5% | +28.7% | +23.9% |
| 5Y | +66.1% | -30.7% | +96.8% | +71.3% |
| All | +417.5% | +66.3% | +351.2% | +283.6% |
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