+4,165.8%
LIN vs EWZ
+355.2%
+3,810.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | +2.0% | +1.3% | +0.7% | +1.5% |
| 30D | +7.9% | -26.2% | +34.0% | +18.5% |
| 3M | +6.3% | -8.6% | +14.9% | +7.8% |
| 6M | +6.5% | -17.0% | +23.5% | +11.4% |
| YTD | +23.6% | +2.2% | +21.4% | +19.3% |
| 1Y | +25.7% | +2.7% | +23.0% | +20.9% |
| 3Y | +35.6% | +18.2% | +17.4% | +21.9% |
| 5Y | +65.9% | +56.0% | +9.8% | +31.0% |
| 10Y | +412.1% | +60.8% | +351.2% | +256.0% |
| All | +4,165.8% | +355.2% | +3,810.6% | +1,745.9% |
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