+63.3%
LIN vs EWT
+103.1%
-39.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -5.1% | -2.2% |
| 7D | +0.2% | -11.7% | +11.9% | +3.3% |
| 30D | +6.5% | -23.2% | +29.7% | +13.9% |
| 3M | +5.5% | -12.5% | +18.0% | +8.4% |
| 6M | +3.3% | -5.9% | +9.2% | +2.3% |
| YTD | +22.0% | +40.5% | -18.4% | +2.6% |
| 1Y | +25.7% | +43.7% | -18.0% | +4.6% |
| 3Y | +36.2% | +136.6% | -100.4% | -16.8% |
| All | +63.3% | +103.1% | -39.8% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling