+68.5%
LIN vs TRI
+0.5%
+68.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.6% | +0.7% |
| 7D | +2.1% | -2.9% | +5.0% | +2.6% |
| 30D | +6.8% | +3.7% | +3.1% | +5.8% |
| 3M | +10.4% | +3.7% | +6.7% | +9.0% |
| 6M | +3.2% | +35.1% | -32.0% | -4.9% |
| YTD | +24.6% | -14.0% | +38.6% | +31.1% |
| 1Y | +24.4% | -19.0% | +43.3% | +34.1% |
| 3Y | +36.7% | -12.0% | +48.7% | +32.8% |
| All | +68.5% | +0.5% | +68.1% | +41.1% |
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