+10,545.1%
LIN vs RVTY
+1,645.5%
+8,899.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.9% |
| 7D | -2.1% | +1.1% | -3.2% | -2.4% |
| 30D | -2.4% | +13.2% | -15.6% | -5.4% |
| 3M | -5.6% | +27.2% | -32.8% | -11.2% |
| 6M | -3.4% | +32.4% | -35.8% | -10.6% |
| YTD | +13.1% | +34.9% | -21.8% | +3.8% |
| 1Y | +2.5% | +52.4% | -49.9% | -9.2% |
| 3Y | +27.6% | +12.3% | +15.3% | +18.6% |
| 5Y | +63.0% | -30.8% | +93.9% | +68.2% |
| 10Y | +359.3% | +150.7% | +208.6% | +245.3% |
| All | +10,545.1% | +1,645.5% | +8,899.6% | +4,859.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 all: compounded portfolio wealth divided by compounded RVTY 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…
all analysis · Full analysis span regression · 6 months rolling