+61.9%
LIN vs EWT
+153.4%
-91.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.5% |
| 7D | -2.1% | +4.0% | -6.1% | -3.3% |
| 30D | -2.4% | +10.3% | -12.7% | -5.4% |
| 3M | -5.6% | +6.1% | -11.7% | -7.9% |
| 6M | -3.4% | +56.6% | -60.0% | -19.3% |
| YTD | +13.1% | +76.6% | -63.5% | -10.3% |
| 1Y | +2.5% | +97.9% | -95.4% | -23.2% |
| 3Y | +27.6% | +198.0% | -170.4% | -26.7% |
| All | +61.9% | +153.4% | -91.5% | +6.1% |
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