+67.9%
LIN vs TD
+104.8%
-36.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +0.3% | -3.1% | +3.4% | +1.6% |
| 30D | +8.0% | +6.7% | +1.4% | +5.1% |
| 3M | +7.7% | +3.1% | +4.6% | +6.0% |
| 6M | +5.1% | +17.6% | -12.6% | -2.7% |
| YTD | +24.7% | +34.8% | -10.1% | +8.2% |
| 1Y | +25.1% | +55.6% | -30.5% | +1.2% |
| 3Y | +36.8% | +133.1% | -96.3% | -11.2% |
| 5Y | +67.9% | +104.7% | -36.8% | +20.7% |
| All | +67.9% | +104.8% | -36.9% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling