+36.9%
LIN vs EWZ
+20.3%
+16.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | +0.3% | +0.6% | -0.2% | +0.3% |
| 30D | +8.0% | -25.5% | +33.5% | +11.7% |
| 3M | +7.7% | -4.5% | +12.2% | +6.9% |
| 6M | +5.1% | -15.3% | +20.4% | +6.3% |
| YTD | +24.7% | +3.1% | +21.6% | +20.8% |
| 1Y | +25.1% | +1.2% | +23.9% | +21.5% |
| All | +36.9% | +20.3% | +16.6% | +27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling