+8,488.6%
LIN vs EME
+53,750.8%
-45,262.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | +0.2% | +11.3% | -11.1% | -2.7% |
| 30D | +6.2% | -14.6% | +20.7% | +10.1% |
| 3M | +9.3% | -20.4% | +29.8% | +15.1% |
| 6M | +4.4% | -28.3% | +32.6% | +11.8% |
| YTD | +23.7% | +8.6% | +15.2% | +17.0% |
| 1Y | +23.5% | +3.2% | +20.2% | +18.2% |
| 3Y | +35.8% | +216.8% | -181.0% | -10.5% |
| 5Y | +65.9% | +417.5% | -351.6% | -6.2% |
| 10Y | +423.1% | +922.2% | -499.1% | +135.1% |
| All | +8,488.6% | +53,750.8% | -45,262.2% | +2,302.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling