0.0%
LIN vs RRX
+13.4%
-13.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.5% | -1.9% |
| 7D | -3.5% | +4.3% | -7.7% | -3.5% |
| 30D | -4.1% | -8.0% | +3.9% | -4.0% |
| 3M | -6.4% | -22.0% | +15.6% | -6.3% |
| 6M | -2.4% | -11.9% | +9.5% | -2.4% |
| YTD | +10.9% | +17.1% | -6.2% | +9.7% |
| 1Y | 0.0% | +14.9% | -14.9% | -1.6% |
| All | 0.0% | +13.4% | -13.3% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling