+36.7%
LIN vs EME
+216.1%
-179.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | +2.1% | +8.4% | -6.3% | +1.6% |
| 30D | +6.8% | -11.5% | +18.3% | +7.4% |
| 3M | +10.4% | -20.6% | +31.0% | +11.8% |
| 6M | +3.2% | -28.5% | +31.6% | +5.4% |
| YTD | +24.6% | +8.0% | +16.6% | +22.3% |
| 1Y | +24.4% | +6.8% | +17.6% | +22.2% |
| 3Y | +36.7% | +213.9% | -177.2% | +10.9% |
| All | +36.7% | +216.1% | -179.4% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling