+65.9%
LIN vs TRI
+0.9%
+65.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.8% |
| 7D | +0.2% | -7.5% | +7.7% | +1.7% |
| 30D | +6.2% | +3.9% | +2.3% | +5.2% |
| 3M | +9.3% | +7.2% | +2.2% | +7.3% |
| 6M | +4.4% | +27.0% | -22.6% | -2.3% |
| YTD | +23.7% | -14.0% | +37.8% | +30.3% |
| 1Y | +23.5% | -17.7% | +41.1% | +32.2% |
| 3Y | +35.8% | -10.7% | +46.4% | +30.6% |
| 5Y | +65.9% | +0.6% | +65.3% | +38.4% |
| All | +65.9% | +0.9% | +65.0% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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