+417.5%
LIN vs EMR
+312.7%
+104.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | +0.2% | -1.6% | +1.8% | +0.8% |
| 30D | +6.5% | +2.0% | +4.5% | +5.4% |
| 3M | +5.5% | +3.8% | +1.7% | +3.4% |
| 6M | +3.3% | +10.5% | -7.2% | -1.9% |
| YTD | +22.0% | +23.7% | -1.7% | +8.6% |
| 1Y | +25.7% | +25.4% | +0.3% | +10.9% |
| 3Y | +36.2% | +86.6% | -50.3% | -4.5% |
| 5Y | +66.1% | +83.0% | -17.0% | +16.1% |
| All | +417.5% | +312.7% | +104.8% | +154.8% |
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