+10,545.1%
LIN vs ETR
+3,149.0%
+7,396.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.1% | +1.4% | -3.6% | -2.6% |
| 30D | -2.4% | +1.0% | -3.4% | -2.8% |
| 3M | -5.6% | -1.3% | -4.3% | -5.3% |
| 6M | -3.4% | +1.9% | -5.3% | -4.5% |
| YTD | +13.1% | +18.2% | -5.1% | +6.0% |
| 1Y | +2.5% | +24.7% | -22.2% | -6.0% |
| 3Y | +27.6% | +150.7% | -123.1% | -10.7% |
| 5Y | +63.0% | +127.0% | -64.0% | +17.1% |
| 10Y | +359.3% | +295.5% | +63.8% | +165.5% |
| All | +10,545.1% | +3,149.0% | +7,396.1% | +3,982.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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