+749.8%
LIN vs EMB
+126.0%
+623.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.3% |
| 7D | +3.6% | -0.3% | +3.9% | +3.8% |
| 30D | +6.4% | +1.1% | +5.3% | +5.5% |
| 3M | +6.5% | -2.9% | +9.4% | +8.8% |
| 6M | +4.9% | -2.1% | +6.9% | +6.4% |
| YTD | +23.4% | -1.1% | +24.6% | +24.3% |
| 1Y | +26.3% | +0.3% | +26.0% | +25.9% |
| 3Y | +38.0% | +27.7% | +10.3% | +15.6% |
| 5Y | +68.0% | +6.0% | +62.0% | +60.0% |
| 10Y | +437.1% | +29.1% | +408.0% | +359.5% |
| All | +749.8% | +126.0% | +623.8% | +499.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling