+427.2%
LIN vs ESI
+323.9%
+103.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.1% | -0.2% |
| 7D | +0.3% | +1.8% | -1.5% | -0.3% |
| 30D | +8.0% | -6.6% | +14.6% | +9.5% |
| 3M | +7.7% | -9.4% | +17.1% | +9.6% |
| 6M | +5.1% | -24.1% | +29.2% | +11.2% |
| YTD | +24.7% | +37.1% | -12.4% | +7.5% |
| 1Y | +25.1% | +24.5% | +0.5% | +10.9% |
| 3Y | +36.8% | +83.2% | -46.3% | +2.0% |
| 5Y | +67.9% | +44.0% | +23.9% | +33.6% |
| 10Y | +427.2% | +332.8% | +94.3% | +171.6% |
| All | +427.2% | +323.9% | +103.3% | +171.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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