+361.3%
LIN vs EMB
+30.0%
+331.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | -2.4% | -0.3% | -2.1% | -2.2% |
| 3M | -5.6% | -0.4% | -5.2% | -5.2% |
| 6M | -3.4% | +0.1% | -3.5% | -3.7% |
| YTD | +13.1% | +1.6% | +11.5% | +11.1% |
| 1Y | +2.5% | +5.6% | -3.1% | -3.3% |
| 3Y | +27.6% | +29.8% | -2.2% | -2.6% |
| 5Y | +63.0% | +7.3% | +55.8% | +53.8% |
| All | +361.3% | +30.0% | +331.3% | +279.2% |
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