+25.7%
LIN vs EXEL
+73.7%
-48.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.4% | -1.3% |
| 7D | +0.2% | +0.3% | -0.1% | +0.2% |
| 30D | +6.5% | +19.0% | -12.6% | +4.6% |
| 3M | +5.5% | +33.3% | -27.8% | +2.4% |
| 6M | +3.3% | +42.9% | -39.5% | +0.2% |
| YTD | +22.0% | +58.7% | -36.7% | +17.8% |
| 1Y | +25.7% | +70.5% | -44.8% | +19.6% |
| All | +25.7% | +73.7% | -48.0% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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