+361.3%
LIN vs EL
+31.9%
+329.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.0% | -3.9% | -1.7% |
| 7D | -2.1% | +0.8% | -2.9% | -2.3% |
| 30D | -2.4% | +19.8% | -22.3% | -7.2% |
| 3M | -5.6% | +25.7% | -31.3% | -11.4% |
| 6M | -3.4% | +5.4% | -8.8% | -6.1% |
| YTD | +13.1% | +0.2% | +12.9% | +10.5% |
| 1Y | +2.5% | +20.4% | -18.0% | -5.5% |
| 3Y | +27.6% | -32.1% | +59.7% | +32.0% |
| 5Y | +63.0% | -67.2% | +130.2% | +119.7% |
| All | +361.3% | +31.9% | +329.4% | +281.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 10y: compounded portfolio wealth divided by compounded EL 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…
10y analysis · Full analysis span regression · 6 months rolling