+11,385.0%
LIN vs EFX
+6,585.8%
+4,799.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.0% | -0.4% |
| 7D | +0.2% | +2.7% | -2.5% | -0.7% |
| 30D | +6.5% | +33.1% | -26.6% | -3.3% |
| 3M | +5.5% | +8.2% | -2.7% | +2.0% |
| 6M | +3.3% | +10.2% | -6.8% | -1.6% |
| YTD | +22.0% | -11.8% | +33.9% | +23.3% |
| 1Y | +25.7% | -6.1% | +31.8% | +24.3% |
| 3Y | +36.2% | +7.5% | +28.7% | +23.9% |
| 5Y | +66.1% | -30.7% | +96.8% | +71.1% |
| 10Y | +431.0% | +68.7% | +362.3% | +283.9% |
| All | +11,385.0% | +6,585.8% | +4,799.2% | +2,853.5% |
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