+11,518.3%
LIN vs EMR
+3,152.7%
+8,365.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | +1.6% |
| 7D | +3.6% | -4.8% | +8.4% | +6.0% |
| 30D | +6.4% | +0.7% | +5.6% | +5.7% |
| 3M | +6.5% | +0.4% | +6.1% | +5.7% |
| 6M | +4.9% | +18.4% | -13.5% | -5.0% |
| YTD | +23.4% | +23.9% | -0.5% | +7.5% |
| 1Y | +26.3% | +24.7% | +1.6% | +9.4% |
| 3Y | +38.0% | +86.4% | -48.4% | -6.9% |
| 5Y | +68.0% | +83.3% | -15.3% | +13.1% |
| 10Y | +437.1% | +320.2% | +117.0% | +118.9% |
| All | +11,518.3% | +3,152.7% | +8,365.6% | +1,768.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling