+25.7%
LIN vs EWZ
+3.3%
+22.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | +0.2% | -1.5% | +1.7% | +0.3% |
| 30D | +6.5% | -24.5% | +31.0% | +7.6% |
| 3M | +5.5% | -10.7% | +16.2% | +5.3% |
| 6M | +3.3% | -19.1% | +22.4% | +3.8% |
| YTD | +22.0% | +1.6% | +20.4% | +19.0% |
| 1Y | +25.7% | +4.3% | +21.5% | +21.8% |
| All | +25.7% | +3.3% | +22.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 1y: compounded portfolio wealth divided by compounded EWZ 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…
1y analysis · Full analysis span regression · 6 months rolling