+427.2%
LIN vs EWT
+467.1%
-39.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.8% | -4.9% | -1.5% |
| 7D | +0.3% | +3.2% | -2.9% | -1.6% |
| 30D | +8.0% | -12.3% | +20.4% | +13.4% |
| 3M | +7.7% | -3.6% | +11.3% | +8.0% |
| 6M | +5.1% | +3.1% | +1.9% | +0.1% |
| YTD | +24.7% | +57.7% | -33.0% | -6.1% |
| 1Y | +25.1% | +60.3% | -35.2% | -6.8% |
| 3Y | +36.8% | +163.4% | -126.5% | -27.8% |
| 5Y | +67.9% | +127.4% | -59.6% | -2.9% |
| 10Y | +427.2% | +462.7% | -35.5% | +72.4% |
| All | +427.2% | +467.1% | -39.9% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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