+36.2%
LIN vs RBA
+42.3%
-6.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.0% |
| 7D | +0.2% | +4.3% | -4.1% | -0.3% |
| 30D | +6.5% | +16.3% | -9.9% | +4.5% |
| 3M | +5.5% | +1.3% | +4.2% | +5.2% |
| 6M | +3.3% | -11.1% | +14.4% | +4.2% |
| YTD | +22.0% | -8.5% | +30.5% | +21.7% |
| 1Y | +25.7% | -2.1% | +27.9% | +23.6% |
| 3Y | +36.2% | +44.6% | -8.3% | +29.2% |
| All | +36.2% | +42.3% | -6.1% | +29.2% |
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 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