+11,518.3%
LIN vs EFX
+6,735.7%
+4,782.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.9% |
| 7D | +3.6% | +8.1% | -4.5% | +1.0% |
| 30D | +6.4% | +36.0% | -29.7% | -4.1% |
| 3M | +6.5% | +9.6% | -3.1% | +2.5% |
| 6M | +4.9% | +14.7% | -9.9% | -1.4% |
| YTD | +23.4% | -9.9% | +33.3% | +23.8% |
| 1Y | +26.3% | -5.4% | +31.8% | +24.6% |
| 3Y | +38.0% | +9.3% | +28.7% | +24.9% |
| 5Y | +68.0% | -29.1% | +97.1% | +71.9% |
| 10Y | +437.1% | +72.5% | +364.6% | +285.7% |
| All | +11,518.3% | +6,735.7% | +4,782.6% | +2,866.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling