+67.9%
LIN vs EFX
-29.6%
+97.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.3% | -2.0% | +2.3% | +0.8% |
| 30D | +8.0% | +27.9% | -19.8% | +2.1% |
| 3M | +7.7% | +3.8% | +3.9% | +6.4% |
| 6M | +5.1% | +13.0% | -7.9% | +1.3% |
| YTD | +24.7% | -12.4% | +37.1% | +26.8% |
| 1Y | +25.1% | -10.4% | +35.5% | +26.4% |
| 3Y | +36.8% | +4.4% | +32.4% | +25.7% |
| 5Y | +67.9% | -28.9% | +96.7% | +72.7% |
| All | +67.9% | -29.6% | +97.5% | +72.7% |
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