+61.9%
LIN vs RRX
+18.4%
+43.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -2.1% | +3.4% | -5.6% | -2.7% |
| 30D | -2.4% | -11.1% | +8.7% | -0.6% |
| 3M | -5.6% | -23.7% | +18.1% | -2.2% |
| 6M | -3.4% | -22.0% | +18.6% | -1.1% |
| YTD | +13.1% | +16.5% | -3.4% | +5.9% |
| 1Y | +2.5% | +11.5% | -9.0% | -3.7% |
| 3Y | +27.6% | +1.5% | +26.1% | +19.2% |
| All | +61.9% | +18.4% | +43.5% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling