+11,385.0%
LIN vs TROW
+10,994.1%
+390.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | +0.2% | +4.3% | -4.1% | -1.2% |
| 30D | +6.5% | +4.2% | +2.3% | +4.9% |
| 3M | +5.5% | -3.4% | +8.9% | +6.4% |
| 6M | +3.3% | +4.7% | -1.3% | +1.4% |
| YTD | +22.0% | +10.1% | +11.9% | +17.2% |
| 1Y | +25.7% | +11.7% | +14.0% | +20.2% |
| 3Y | +36.2% | +32.5% | +3.7% | +21.1% |
| 5Y | +66.1% | -38.5% | +104.6% | +84.3% |
| 10Y | +431.0% | +148.0% | +282.9% | +271.7% |
| All | +11,385.0% | +10,994.1% | +390.9% | +3,012.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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