+63.3%
LIN vs TEAM
-65.2%
+128.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -16.2% | +15.0% | -0.1% |
| 7D | +0.2% | -19.8% | +20.0% | +1.6% |
| 30D | +6.5% | -21.5% | +28.0% | +8.0% |
| 3M | +5.5% | +39.5% | -34.0% | +2.1% |
| 6M | +3.3% | +73.1% | -69.7% | -2.3% |
| YTD | +22.0% | -5.2% | +27.2% | +21.5% |
| 1Y | +25.7% | -1.6% | +27.3% | +24.6% |
| 3Y | +36.2% | -11.4% | +47.7% | +32.5% |
| All | +63.3% | -65.2% | +128.5% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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