+37.8%
LIN vs RBA
+44.2%
-6.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | +3.6% | +7.3% | -3.7% | +2.7% |
| 30D | +6.4% | +16.9% | -10.6% | +4.4% |
| 3M | +6.5% | -0.5% | +7.0% | +6.5% |
| 6M | +4.9% | -10.4% | +15.3% | +5.7% |
| YTD | +23.4% | -7.2% | +30.7% | +22.9% |
| 1Y | +26.3% | -2.2% | +28.6% | +24.4% |
| All | +37.8% | +44.2% | -6.4% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling