+358.4%
LIN vs EWJ
+137.9%
+220.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | -3.5% | +2.9% | -6.3% | -5.3% |
| 30D | -4.1% | +1.1% | -5.2% | -5.0% |
| 3M | -6.4% | +7.1% | -13.5% | -11.4% |
| 6M | -2.4% | +16.2% | -18.6% | -13.7% |
| YTD | +10.9% | +22.0% | -11.1% | -5.9% |
| 1Y | 0.0% | +26.2% | -26.2% | -17.7% |
| 3Y | +25.8% | +73.5% | -47.6% | -23.4% |
| 5Y | +60.8% | +52.7% | +8.1% | +9.8% |
| 10Y | +358.4% | +138.5% | +219.9% | +115.0% |
| All | +358.4% | +137.9% | +220.4% | +115.0% |
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