+358.4%
LIN vs EME
+1,278.1%
-919.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.6% |
| 7D | -3.5% | +5.2% | -8.6% | -4.8% |
| 30D | -4.1% | -5.4% | +1.3% | -2.9% |
| 3M | -6.4% | -6.1% | -0.3% | -5.9% |
| 6M | -2.4% | +9.7% | -12.1% | -7.0% |
| YTD | +10.9% | +26.6% | -15.7% | +0.4% |
| 1Y | 0.0% | +24.6% | -24.6% | -10.6% |
| 3Y | +25.8% | +249.6% | -223.8% | -28.3% |
| 5Y | +60.8% | +556.6% | -495.7% | -31.0% |
| 10Y | +358.4% | +1,286.6% | -928.3% | +44.8% |
| All | +358.4% | +1,278.1% | -919.7% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EME 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling