+61.9%
LIN vs EFX
-33.8%
+95.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.4% | +5.4% | +0.5% |
| 7D | -2.1% | -8.6% | +6.5% | -0.2% |
| 30D | -2.4% | +0.1% | -2.5% | -2.6% |
| 3M | -5.6% | +3.8% | -9.4% | -6.9% |
| 6M | -3.4% | -13.5% | +10.1% | -0.9% |
| YTD | +13.1% | -17.7% | +30.8% | +16.9% |
| 1Y | +2.5% | -25.6% | +28.0% | +8.5% |
| 3Y | +27.6% | -12.1% | +39.7% | +23.8% |
| All | +61.9% | -33.8% | +95.7% | +69.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling