+4,021.7%
LIN vs EWT
+594.1%
+3,427.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.8% |
| 7D | -2.1% | +4.0% | -6.1% | -3.8% |
| 30D | -2.4% | +10.3% | -12.7% | -6.7% |
| 3M | -5.6% | +6.1% | -11.7% | -9.4% |
| 6M | -3.4% | +56.6% | -60.0% | -23.0% |
| YTD | +13.1% | +76.6% | -63.5% | -14.8% |
| 1Y | +2.5% | +97.9% | -95.4% | -27.1% |
| 3Y | +27.6% | +198.0% | -170.4% | -26.7% |
| 5Y | +63.0% | +151.8% | -88.7% | +1.0% |
| 10Y | +359.3% | +514.1% | -154.9% | +88.6% |
| All | +4,021.7% | +594.1% | +3,427.6% | +1,081.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling