+369.0%
LIN vs RRX
+210.7%
+158.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.3% |
| 7D | -4.0% | -0.7% | -3.2% | -3.8% |
| 30D | -4.9% | -8.0% | +3.0% | -2.9% |
| 3M | -9.2% | -25.1% | +15.9% | -3.3% |
| 6M | -2.6% | -18.3% | +15.7% | -0.3% |
| YTD | +10.5% | +14.2% | -3.6% | +0.6% |
| 1Y | -0.1% | +13.0% | -13.1% | -9.6% |
| 3Y | +25.4% | +4.2% | +21.2% | +9.2% |
| 5Y | +59.7% | +17.9% | +41.8% | +27.0% |
| 10Y | +369.0% | +220.4% | +148.5% | +131.6% |
| All | +369.0% | +210.7% | +158.3% | +131.6% |
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