+35.2%
LIN vs TE
+23.1%
+12.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.0% |
| 7D | +0.1% | -10.5% | +10.7% | +0.2% |
| 30D | +7.6% | -32.4% | +40.0% | +7.7% |
| 3M | +6.5% | -60.9% | +67.4% | +7.0% |
| 6M | +6.2% | -62.8% | +69.0% | +6.4% |
| YTD | +23.2% | -65.7% | +89.0% | +23.1% |
| 1Y | +25.4% | -39.9% | +65.3% | +24.1% |
| All | +35.2% | +23.1% | +12.1% | +29.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling