+35.6%
LIN vs ROL
+4.9%
+30.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | +2.0% | +2.9% | -0.9% | +1.5% |
| 30D | +7.9% | +20.1% | -12.3% | +4.1% |
| 3M | +6.3% | +3.2% | +3.1% | +5.7% |
| 6M | +6.5% | -28.0% | +34.5% | +14.0% |
| YTD | +23.6% | -35.3% | +58.8% | +34.3% |
| 1Y | +25.7% | -33.6% | +59.4% | +35.7% |
| 3Y | +35.6% | +3.8% | +31.8% | +34.0% |
| All | +35.6% | +4.9% | +30.7% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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