+68.0%
LIN vs EW
-13.6%
+81.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.9% |
| 7D | +3.6% | +6.8% | -3.2% | +2.4% |
| 30D | +6.4% | +16.6% | -10.2% | +3.4% |
| 3M | +6.5% | +13.3% | -6.8% | +4.0% |
| 6M | +4.9% | +21.6% | -16.7% | +1.0% |
| YTD | +23.4% | +18.3% | +5.2% | +19.2% |
| 1Y | +26.3% | +21.7% | +4.6% | +21.3% |
| 3Y | +38.0% | +50.3% | -12.3% | +21.4% |
| 5Y | +68.0% | -15.0% | +83.0% | +72.4% |
| All | +68.0% | -13.6% | +81.5% | +72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling