+4,398.5%
LIN vs EWT
+431.4%
+3,967.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -11.5% | +10.9% | +4.3% |
| 7D | +3.6% | -19.0% | +22.6% | +12.9% |
| 30D | +6.4% | -27.0% | +33.4% | +21.0% |
| 3M | +6.5% | -15.6% | +22.1% | +13.3% |
| 6M | +4.9% | -7.4% | +12.3% | +5.3% |
| YTD | +23.4% | +35.2% | -11.7% | +3.4% |
| 1Y | +26.3% | +36.0% | -9.7% | +5.3% |
| 3Y | +38.0% | +128.2% | -90.2% | -11.8% |
| 5Y | +68.0% | +97.4% | -29.4% | +14.6% |
| 10Y | +437.1% | +368.6% | +68.5% | +145.9% |
| All | +4,398.5% | +431.4% | +3,967.1% | +1,334.5% |
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