+417.3%
LIN vs RRX
+238.3%
+179.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.9% | -5.9% | -0.8% |
| 7D | +0.1% | +12.3% | -12.2% | -3.4% |
| 30D | +7.6% | +9.5% | -2.0% | +4.3% |
| 3M | +6.5% | +1.8% | +4.8% | +5.1% |
| 6M | +6.2% | -15.3% | +21.5% | +8.2% |
| YTD | +23.2% | +29.6% | -6.4% | +7.6% |
| 1Y | +25.4% | +34.1% | -8.7% | +7.8% |
| 3Y | +38.3% | +74.0% | -35.7% | -0.7% |
| 5Y | +64.4% | +14.7% | +49.7% | +34.9% |
| 10Y | +417.3% | +229.4% | +187.9% | +162.7% |
| All | +417.3% | +238.3% | +179.0% | +162.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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