+68.5%
LIN vs TEAM
-66.4%
+134.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.8% |
| 7D | +2.1% | -2.4% | +4.5% | +2.3% |
| 30D | +6.8% | -26.7% | +33.5% | +8.8% |
| 3M | +10.4% | -9.6% | +20.0% | +10.7% |
| 6M | +3.2% | +86.0% | -82.9% | -3.1% |
| YTD | +24.6% | -7.5% | +32.1% | +24.2% |
| 1Y | +24.4% | -1.4% | +25.7% | +23.2% |
| 3Y | +36.7% | -14.3% | +51.1% | +33.4% |
| All | +68.5% | -66.4% | +134.9% | +79.8% |
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