+25.7%
LIN vs TE
-49.5%
+75.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.6% | +9.9% | +0.1% |
| 7D | +2.0% | -26.9% | +28.9% | +1.5% |
| 30D | +7.9% | -38.9% | +46.8% | +7.1% |
| 3M | +6.3% | -61.0% | +67.3% | +4.9% |
| 6M | +6.5% | -66.4% | +72.9% | +5.3% |
| YTD | +23.6% | -69.0% | +92.6% | +22.1% |
| 1Y | +25.7% | -54.0% | +79.7% | +25.6% |
| All | +25.7% | -49.5% | +75.2% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling