+431.5%
LIN vs TD
+300.0%
+131.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.1% | +1.1% | +1.0% | +1.5% |
| 30D | +6.8% | +5.2% | +1.6% | +3.7% |
| 3M | +10.4% | +1.2% | +9.1% | +9.2% |
| 6M | +3.2% | +17.7% | -14.6% | -6.6% |
| YTD | +24.6% | +34.2% | -9.6% | +4.2% |
| 1Y | +24.4% | +55.4% | -31.0% | -4.6% |
| 3Y | +36.7% | +130.4% | -93.7% | -18.5% |
| 5Y | +67.0% | +101.8% | -34.8% | +7.1% |
| All | +431.5% | +300.0% | +131.5% | +117.5% |
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