+11,636.9%
LIN vs EQT
+2,705.4%
+8,931.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.6% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | +8.0% | -0.7% | +8.7% | +8.1% |
| 3M | +7.7% | -2.8% | +10.5% | +8.2% |
| 6M | +5.1% | -6.1% | +11.1% | +6.0% |
| YTD | +24.7% | -0.5% | +25.2% | +23.6% |
| 1Y | +25.1% | -12.1% | +37.2% | +27.4% |
| 3Y | +36.8% | +40.4% | -3.5% | +21.2% |
| 5Y | +67.9% | +167.8% | -99.9% | +20.6% |
| 10Y | +427.2% | +61.8% | +365.4% | +267.3% |
| All | +11,636.9% | +2,705.4% | +8,931.5% | +4,467.6% |
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