+417.3%
LIN vs TD
+311.5%
+105.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.2% |
| 7D | +0.1% | -0.6% | +0.8% | +0.4% |
| 30D | +7.6% | +7.9% | -0.4% | +3.1% |
| 3M | +6.5% | +3.1% | +3.4% | +4.3% |
| 6M | +6.2% | +17.2% | -11.0% | -3.6% |
| YTD | +23.2% | +34.7% | -11.5% | +2.9% |
| 1Y | +25.4% | +56.9% | -31.5% | -4.3% |
| 3Y | +38.3% | +134.7% | -96.5% | -18.5% |
| 5Y | +64.4% | +104.8% | -40.4% | +4.6% |
| 10Y | +417.3% | +305.8% | +111.5% | +112.3% |
| All | +417.3% | +311.5% | +105.8% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling