+417.3%
LIN vs EWT
+418.9%
-1.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.2% | -6.2% | -2.0% |
| 7D | +0.1% | -5.0% | +5.1% | +1.8% |
| 30D | +7.6% | -16.3% | +23.9% | +15.2% |
| 3M | +6.5% | -7.2% | +13.8% | +8.5% |
| 6M | +6.2% | -0.5% | +6.7% | +2.7% |
| YTD | +23.2% | +50.6% | -27.3% | -5.2% |
| 1Y | +25.4% | +54.8% | -29.4% | -5.3% |
| 3Y | +38.3% | +155.5% | -117.2% | -26.2% |
| 5Y | +64.4% | +116.4% | -52.0% | -2.7% |
| 10Y | +417.3% | +421.4% | -4.1% | +76.4% |
| All | +417.3% | +418.9% | -1.6% | +76.4% |
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