+36.7%
LIN vs TE
+9.8%
+27.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +0.7% |
| 7D | +2.1% | -19.1% | +21.2% | +2.2% |
| 30D | +6.8% | -34.1% | +40.9% | +6.9% |
| 3M | +10.4% | -60.1% | +70.5% | +10.8% |
| 6M | +3.2% | -66.0% | +69.1% | +3.4% |
| YTD | +24.6% | -71.4% | +96.0% | +24.6% |
| 1Y | +24.4% | -45.3% | +69.7% | +23.0% |
| 3Y | +36.7% | +9.1% | +27.6% | +30.9% |
| All | +36.7% | +9.8% | +27.0% | +30.9% |
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