+64.4%
LIN vs EXEL
+285.1%
-220.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.7% |
| 7D | +0.1% | +2.3% | -2.2% | -0.1% |
| 30D | +7.6% | +19.8% | -12.3% | +5.5% |
| 3M | +6.5% | +32.7% | -26.1% | +3.3% |
| 6M | +6.2% | +49.0% | -42.8% | +1.8% |
| YTD | +23.2% | +63.7% | -40.4% | +16.7% |
| 1Y | +25.4% | +75.8% | -50.4% | +17.8% |
| 3Y | +38.3% | +241.3% | -203.0% | +17.0% |
| 5Y | +64.4% | +289.0% | -224.6% | +34.9% |
| All | +64.4% | +285.1% | -220.7% | +34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling