+63.3%
LIN vs EW
-14.5%
+77.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.5% | -1.4% |
| 7D | +0.2% | +11.0% | -10.8% | -1.7% |
| 30D | +6.5% | +19.1% | -12.6% | +3.1% |
| 3M | +5.5% | +14.4% | -8.9% | +2.8% |
| 6M | +3.3% | +22.8% | -19.4% | -0.7% |
| YTD | +22.0% | +19.8% | +2.2% | +17.6% |
| 1Y | +25.7% | +23.9% | +1.8% | +20.4% |
| 3Y | +36.2% | +52.2% | -16.0% | +19.7% |
| All | +63.3% | -14.5% | +77.8% | +67.7% |
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