+27.3%
LIN vs EW
+19.7%
+7.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.4% | -1.8% | +2.1% |
| 7D | +3.3% | +8.3% | -5.0% | +2.4% |
| 30D | +8.8% | +13.9% | -5.1% | +7.3% |
| 3M | +8.6% | +10.9% | -2.3% | +7.5% |
| 6M | +7.0% | +19.2% | -12.2% | +5.6% |
| YTD | +24.3% | +16.6% | +7.7% | +23.9% |
| 1Y | +27.3% | +18.1% | +9.2% | +26.6% |
| All | +27.3% | +19.7% | +7.6% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling