+65.9%
LIN vs ESI
+40.6%
+25.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.4% | -0.3% |
| 7D | +0.2% | +8.3% | -8.1% | -1.6% |
| 30D | +6.2% | -10.4% | +16.6% | +8.4% |
| 3M | +9.3% | -13.2% | +22.5% | +12.1% |
| 6M | +4.4% | -23.9% | +28.2% | +9.5% |
| YTD | +23.7% | +34.2% | -10.4% | +7.4% |
| 1Y | +23.5% | +22.2% | +1.2% | +10.2% |
| 3Y | +35.8% | +79.2% | -43.4% | -2.1% |
| 5Y | +65.9% | +38.1% | +27.8% | +32.7% |
| All | +65.9% | +40.6% | +25.2% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling