+60.8%
LIN vs TDG
+132.8%
-71.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.5% | -1.5% |
| 7D | -3.5% | -0.9% | -2.5% | -3.2% |
| 30D | -4.1% | -6.5% | +2.4% | -2.0% |
| 3M | -6.4% | -5.1% | -1.3% | -5.1% |
| 6M | -2.4% | -11.5% | +9.1% | +0.8% |
| YTD | +10.9% | -13.9% | +24.8% | +15.0% |
| 1Y | 0.0% | -11.5% | +11.5% | +2.3% |
| 3Y | +25.8% | +53.7% | -27.8% | -3.0% |
| 5Y | +60.8% | +135.5% | -74.7% | -2.5% |
| All | +60.8% | +132.8% | -71.9% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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