+36.2%
LIN vs RRX
+63.4%
-27.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.5% | -6.6% | -1.5% |
| 7D | +0.2% | +7.5% | -7.3% | -0.4% |
| 30D | +6.5% | +3.0% | +3.5% | +6.1% |
| 3M | +5.5% | -5.3% | +10.8% | +5.7% |
| 6M | +3.3% | -26.6% | +30.0% | +5.2% |
| YTD | +22.0% | +21.2% | +0.8% | +17.1% |
| 1Y | +25.7% | +25.9% | -0.2% | +19.9% |
| 3Y | +36.2% | +71.7% | -35.5% | +23.6% |
| All | +36.2% | +63.4% | -27.2% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling