+60.8%
LIN vs EOSE
-68.2%
+129.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +10.8% | -12.7% | -2.2% |
| 7D | -3.5% | +41.4% | -44.9% | -4.5% |
| 30D | -4.1% | +3.6% | -7.7% | -4.3% |
| 3M | -6.4% | -35.7% | +29.3% | -5.5% |
| 6M | -2.4% | -29.9% | +27.4% | -2.4% |
| YTD | +10.9% | -62.5% | +73.4% | +12.5% |
| 1Y | 0.0% | -37.4% | +37.4% | -1.3% |
| 3Y | +25.8% | +55.8% | -30.0% | +15.4% |
| 5Y | +60.8% | -67.8% | +128.7% | +48.6% |
| All | +60.8% | -68.2% | +129.1% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 5y: compounded portfolio wealth divided by compounded EOSE 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…
5y analysis · Full analysis span regression · 6 months rolling