+37.8%
LIN vs ENB
+68.0%
-30.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | -0.3% |
| 7D | +3.6% | -2.4% | +5.9% | +4.2% |
| 30D | +6.4% | +3.4% | +3.0% | +5.4% |
| 3M | +6.5% | -6.1% | +12.6% | +8.3% |
| 6M | +4.9% | -10.0% | +14.9% | +7.8% |
| YTD | +23.4% | +4.7% | +18.8% | +20.9% |
| 1Y | +26.3% | +7.5% | +18.8% | +22.5% |
| All | +37.8% | +68.0% | -30.2% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling