+171.2%
LIN vs TE
-75.9%
+247.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.7% | -1.2% |
| 7D | +0.2% | -12.6% | +12.8% | +0.5% |
| 30D | +6.5% | -36.7% | +43.2% | +7.5% |
| 3M | +5.5% | -57.5% | +63.0% | +7.4% |
| 6M | +3.3% | -55.2% | +58.5% | +4.1% |
| YTD | +22.0% | -64.7% | +86.7% | +22.8% |
| 1Y | +25.7% | -35.9% | +61.6% | +23.3% |
| 3Y | +36.2% | -31.8% | +68.0% | +27.2% |
| 5Y | +66.1% | -79.4% | +145.5% | +64.9% |
| All | +171.2% | -75.9% | +247.1% | +166.8% |
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