+431.5%
LIN vs EFX
+80.5%
+351.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +2.1% | -0.8% | +2.9% | +2.3% |
| 30D | +6.8% | +25.1% | -18.3% | 0.0% |
| 3M | +10.4% | +1.7% | +8.7% | +9.2% |
| 6M | +3.2% | +18.4% | -15.2% | -2.9% |
| YTD | +24.6% | -12.5% | +37.1% | +26.6% |
| 1Y | +24.4% | -8.1% | +32.5% | +24.4% |
| 3Y | +36.7% | +4.8% | +32.0% | +25.3% |
| 5Y | +67.0% | -30.1% | +97.1% | +71.8% |
| All | +431.5% | +80.5% | +351.0% | +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