+417.3%
LIN vs ESI
+323.5%
+93.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | -0.4% |
| 7D | +0.1% | -3.5% | +3.6% | +0.9% |
| 30D | +7.6% | -9.3% | +16.8% | +9.9% |
| 3M | +6.5% | -12.8% | +19.3% | +9.6% |
| 6M | +6.2% | -24.6% | +30.8% | +12.6% |
| YTD | +23.2% | +32.7% | -9.5% | +7.2% |
| 1Y | +25.4% | +20.3% | +5.1% | +12.3% |
| 3Y | +38.3% | +80.2% | -41.9% | +3.4% |
| 5Y | +64.4% | +40.0% | +24.5% | +31.8% |
| 10Y | +417.3% | +310.8% | +106.5% | +163.4% |
| All | +417.3% | +323.5% | +93.8% | +163.4% |
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