+3,804.4%
LIN vs EWZ
+436.1%
+3,368.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -2.1% | +6.5% | -8.6% | -4.3% |
| 30D | -2.4% | +4.8% | -7.3% | -4.1% |
| 3M | -5.6% | +9.9% | -15.5% | -8.9% |
| 6M | -3.4% | +1.9% | -5.3% | -4.8% |
| YTD | +13.1% | +20.3% | -7.2% | +4.8% |
| 1Y | +2.5% | +35.6% | -33.1% | -9.3% |
| 3Y | +27.6% | +43.4% | -15.8% | +8.7% |
| 5Y | +63.0% | +55.9% | +7.1% | +30.7% |
| 10Y | +359.3% | +84.2% | +275.1% | +208.1% |
| All | +3,804.4% | +436.1% | +3,368.3% | +1,521.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling