+10,545.1%
LIN vs EQT
+2,828.3%
+7,716.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -2.1% | +1.1% | -3.2% | -2.4% |
| 30D | -2.4% | +7.7% | -10.1% | -4.1% |
| 3M | -5.6% | +0.2% | -5.8% | -5.8% |
| 6M | -3.4% | -9.5% | +6.1% | -1.7% |
| YTD | +13.1% | +3.8% | +9.3% | +11.3% |
| 1Y | +2.5% | +7.8% | -5.3% | -0.5% |
| 3Y | +27.6% | +30.1% | -2.5% | +15.1% |
| 5Y | +63.0% | +188.6% | -125.6% | +14.4% |
| 10Y | +359.3% | +54.6% | +304.7% | +226.7% |
| All | +10,545.1% | +2,828.3% | +7,716.9% | +4,011.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling