+427.2%
LIN vs EWJ
+127.4%
+299.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | -0.4% |
| 7D | +0.3% | -1.9% | +2.2% | +1.4% |
| 30D | +8.0% | -5.3% | +13.4% | +11.8% |
| 3M | +7.7% | -4.3% | +12.0% | +10.3% |
| 6M | +5.1% | +0.4% | +4.7% | +3.3% |
| YTD | +24.7% | +14.7% | +10.0% | +9.7% |
| 1Y | +25.1% | +14.7% | +10.4% | +9.9% |
| 3Y | +36.8% | +66.2% | -29.3% | -15.1% |
| 5Y | +67.9% | +50.2% | +17.7% | +13.8% |
| 10Y | +427.2% | +127.1% | +300.1% | +154.8% |
| All | +427.2% | +127.4% | +299.8% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 10y: compounded portfolio wealth divided by compounded EWJ 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…
10y analysis · Full analysis span regression · 6 months rolling