+412.1%
LIN vs EWT
+414.5%
-2.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | +2.0% | -3.7% | +5.7% | +3.1% |
| 30D | +7.9% | -17.2% | +25.0% | +16.1% |
| 3M | +6.3% | -7.3% | +13.6% | +8.3% |
| 6M | +6.5% | -1.5% | +8.0% | +3.4% |
| YTD | +23.6% | +49.0% | -25.5% | -4.6% |
| 1Y | +25.7% | +50.6% | -24.9% | -3.8% |
| 3Y | +35.6% | +148.9% | -113.3% | -26.7% |
| 5Y | +65.9% | +116.1% | -50.2% | -2.1% |
| 10Y | +412.1% | +427.8% | -15.8% | +70.2% |
| All | +412.1% | +414.5% | -2.4% | +70.2% |
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