+1,894.9%
LIN vs EXR
+3,132.0%
-1,237.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.1% | -0.5% | +1.6% |
| 7D | +3.3% | +11.3% | -8.0% | -0.4% |
| 30D | +8.8% | +21.2% | -12.4% | +2.0% |
| 3M | +8.6% | +8.7% | -0.1% | +5.5% |
| 6M | +7.0% | +18.2% | -11.2% | +0.9% |
| YTD | +24.3% | +27.9% | -3.7% | +13.7% |
| 1Y | +27.3% | +28.3% | -1.1% | +16.3% |
| 3Y | +38.9% | +71.7% | -32.7% | +12.2% |
| 5Y | +69.4% | -0.6% | +70.0% | +61.5% |
| 10Y | +440.7% | +229.0% | +211.8% | +227.2% |
| All | +1,894.9% | +3,132.0% | -1,237.1% | +358.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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