+412.1%
LIN vs EQT
+61.4%
+350.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.2% | -3.9% | -0.2% |
| 7D | +2.0% | -3.8% | +5.8% | +2.4% |
| 30D | +7.9% | -1.3% | +9.1% | +8.0% |
| 3M | +6.3% | -3.5% | +9.8% | +6.6% |
| 6M | +6.5% | -6.5% | +13.0% | +7.0% |
| YTD | +23.6% | -1.8% | +25.4% | +23.3% |
| 1Y | +25.7% | -10.7% | +36.4% | +26.7% |
| 3Y | +35.6% | +38.5% | -2.9% | +28.2% |
| 5Y | +65.9% | +185.2% | -119.4% | +42.6% |
| 10Y | +412.1% | +59.6% | +352.5% | +325.2% |
| All | +412.1% | +61.4% | +350.7% | +325.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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