+358.4%
LIN vs ESI
+307.6%
+50.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.1% |
| 7D | -3.5% | +5.4% | -8.8% | -4.9% |
| 30D | -4.1% | -4.2% | +0.1% | -3.2% |
| 3M | -6.4% | -9.6% | +3.2% | -4.9% |
| 6M | -2.4% | +18.3% | -20.7% | -10.0% |
| YTD | +10.9% | +45.8% | -34.9% | -4.9% |
| 1Y | 0.0% | +39.2% | -39.1% | -13.6% |
| 3Y | +25.8% | +86.3% | -60.4% | -5.0% |
| 5Y | +60.8% | +76.2% | -15.4% | +21.6% |
| 10Y | +358.4% | +306.8% | +51.6% | +151.3% |
| All | +358.4% | +307.6% | +50.8% | +151.3% |
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