+61.9%
LIN vs TE
-47.8%
+109.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.0% |
| 7D | -2.1% | -4.0% | +1.8% | -2.0% |
| 30D | -2.4% | -15.9% | +13.5% | -2.1% |
| 3M | -5.6% | -60.5% | +55.0% | -3.6% |
| 6M | -3.4% | -35.2% | +31.8% | -3.5% |
| YTD | +13.1% | -31.1% | +44.2% | +12.2% |
| 1Y | +2.5% | +148.6% | -146.2% | -5.0% |
| 3Y | +27.6% | -26.4% | +54.0% | +25.0% |
| All | +61.9% | -47.8% | +109.7% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling