+432.0%
LIN vs EMR
+279.4%
+152.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +0.3% | -2.0% | +2.3% | +1.1% |
| 30D | +8.0% | +2.8% | +5.2% | +6.6% |
| 3M | +7.7% | +2.0% | +5.7% | +6.4% |
| 6M | +5.1% | +20.7% | -15.6% | -3.9% |
| YTD | +24.7% | +27.3% | -2.6% | +9.6% |
| 1Y | +25.1% | +31.0% | -5.9% | +8.3% |
| 3Y | +36.8% | +103.6% | -66.8% | -8.0% |
| 5Y | +67.9% | +88.6% | -20.7% | +15.8% |
| All | +432.0% | +279.4% | +152.6% | +162.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 10y: compounded portfolio wealth divided by compounded EMR 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…
10y analysis · Full analysis span regression · 6 months rolling