+67.9%
LIN vs TE
-80.5%
+148.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +0.8% |
| 7D | +0.3% | -22.0% | +22.3% | +0.9% |
| 30D | +8.0% | -33.6% | +41.7% | +8.9% |
| 3M | +7.7% | -61.1% | +68.8% | +9.9% |
| 6M | +5.1% | -64.7% | +69.8% | +6.6% |
| YTD | +24.7% | -68.1% | +92.8% | +25.8% |
| 1Y | +25.1% | -51.7% | +76.8% | +23.7% |
| 3Y | +36.8% | +42.0% | -5.2% | +20.1% |
| 5Y | +67.9% | -80.8% | +148.7% | +67.4% |
| All | +67.9% | -80.5% | +148.4% | +67.4% |
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