+427.9%
LIN vs ENB
+108.4%
+319.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.0% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +6.2% | +1.4% | +4.8% | +5.5% |
| 3M | +9.3% | -5.2% | +14.5% | +11.7% |
| 6M | +4.4% | -9.9% | +14.3% | +8.9% |
| YTD | +23.7% | +4.7% | +19.1% | +20.2% |
| 1Y | +23.5% | +2.8% | +20.7% | +20.8% |
| 3Y | +35.8% | +71.3% | -35.5% | +3.9% |
| 5Y | +65.9% | +58.6% | +7.3% | +30.7% |
| All | +427.9% | +108.4% | +319.5% | +247.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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