+63.3%
LIN vs EMB
+6.0%
+57.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +0.2% | -0.1% | +0.3% | +0.3% |
| 30D | +6.5% | +1.3% | +5.2% | +5.2% |
| 3M | +5.5% | -2.7% | +8.2% | +8.1% |
| 6M | +3.3% | -2.8% | +6.2% | +5.9% |
| YTD | +22.0% | -1.1% | +23.1% | +23.0% |
| 1Y | +25.7% | 0.0% | +25.8% | +25.5% |
| 3Y | +36.2% | +28.8% | +7.4% | +7.7% |
| All | +63.3% | +6.0% | +57.3% | +64.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling