+174.3%
LIN vs TE
-76.7%
+251.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -16.5% | +15.8% | -0.3% |
| 7D | +3.6% | -20.3% | +23.9% | +4.1% |
| 30D | +6.4% | -40.0% | +46.4% | +7.5% |
| 3M | +6.5% | -58.3% | +64.8% | +8.5% |
| 6M | +4.9% | -57.3% | +62.2% | +5.8% |
| YTD | +23.4% | -65.9% | +89.3% | +24.4% |
| 1Y | +26.3% | -44.3% | +70.6% | +24.4% |
| 3Y | +38.0% | -36.0% | +73.9% | +29.3% |
| 5Y | +68.0% | -80.1% | +148.1% | +67.0% |
| All | +174.3% | -76.7% | +251.0% | +170.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling