+59.7%
LIN vs EQT
+194.7%
-135.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -4.0% | -2.0% | -1.9% | -3.7% |
| 30D | -4.9% | +1.0% | -5.9% | -5.1% |
| 3M | -9.2% | +4.0% | -13.2% | -9.7% |
| 6M | -2.6% | -11.7% | +9.1% | -1.3% |
| YTD | +10.5% | +2.8% | +7.7% | +9.7% |
| 1Y | -0.1% | +10.0% | -10.1% | -1.9% |
| 3Y | +25.4% | +34.1% | -8.8% | +18.0% |
| 5Y | +59.7% | +195.3% | -135.6% | +37.3% |
| All | +59.7% | +194.7% | -135.0% | +37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling