+361.3%
LIN vs RBA
+187.5%
+173.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -2.1% | -2.9% | +0.8% | -1.5% |
| 30D | -2.4% | -12.3% | +9.9% | +0.5% |
| 3M | -5.6% | -20.5% | +14.9% | -1.1% |
| 6M | -3.4% | -18.5% | +15.2% | +0.4% |
| YTD | +13.1% | -18.2% | +31.3% | +16.7% |
| 1Y | +2.5% | -27.5% | +30.0% | +8.9% |
| 3Y | +27.6% | +38.1% | -10.5% | +13.2% |
| 5Y | +63.0% | +44.8% | +18.2% | +38.9% |
| All | +361.3% | +187.5% | +173.7% | +204.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling