+36.2%
LIN vs RVMD
+793.5%
-757.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.2% | -9.4% | -1.4% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | +6.5% | -4.3% | +10.7% | +6.6% |
| 3M | +5.5% | -2.8% | +8.3% | +5.5% |
| 6M | +3.3% | +27.3% | -23.9% | +2.1% |
| YTD | +22.0% | +141.4% | -119.4% | +16.1% |
| 1Y | +25.7% | +213.3% | -187.5% | +17.2% |
| 3Y | +36.2% | +792.7% | -756.4% | +22.8% |
| All | +36.2% | +793.5% | -757.3% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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