+24.4%
LIN vs EFX
-7.6%
+32.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | +2.1% | -0.8% | +2.9% | +2.1% |
| 30D | +6.8% | +25.1% | -18.3% | +5.6% |
| 3M | +10.4% | +1.7% | +8.7% | +10.4% |
| 6M | +3.2% | +18.4% | -15.2% | +2.8% |
| YTD | +24.6% | -12.5% | +37.1% | +26.3% |
| 1Y | +24.4% | -8.1% | +32.5% | +23.1% |
| All | +24.4% | -7.6% | +32.0% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling