+427.2%
LIN vs EMB
+36.3%
+390.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +0.3% | -0.4% | +0.7% | +0.8% |
| 30D | +8.0% | +1.5% | +6.5% | +6.4% |
| 3M | +7.7% | -1.6% | +9.3% | +9.4% |
| 6M | +5.1% | -1.5% | +6.6% | +6.6% |
| YTD | +24.7% | -0.1% | +24.8% | +24.5% |
| 1Y | +25.1% | +0.5% | +24.6% | +24.1% |
| 3Y | +36.8% | +30.2% | +6.6% | +3.5% |
| 5Y | +67.9% | +8.6% | +59.3% | +56.1% |
| 10Y | +427.2% | +36.9% | +390.3% | +318.7% |
| All | +427.2% | +36.3% | +390.9% | +318.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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