+30.0%
LIN vs EWT
+196.6%
-166.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.2% |
| 7D | -2.1% | +4.0% | -6.1% | -2.6% |
| 30D | -2.4% | +10.3% | -12.7% | -3.8% |
| 3M | -5.6% | +6.1% | -11.7% | -6.5% |
| 6M | -3.4% | +56.6% | -60.0% | -12.1% |
| YTD | +13.1% | +76.6% | -63.5% | -0.1% |
| 1Y | +2.5% | +97.9% | -95.4% | -12.5% |
| All | +30.0% | +196.6% | -166.6% | -4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling