+10,545.1%
LIN vs TROW
+10,996.3%
-451.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -2.1% | -1.3% | -0.8% | -1.7% |
| 30D | -2.4% | -4.5% | +2.1% | -1.0% |
| 3M | -5.6% | +3.9% | -9.4% | -6.9% |
| 6M | -3.4% | +22.6% | -26.0% | -9.8% |
| YTD | +13.1% | +10.1% | +3.0% | +8.9% |
| 1Y | +2.5% | +3.6% | -1.1% | +0.5% |
| 3Y | +27.6% | +12.4% | +15.2% | +19.7% |
| 5Y | +63.0% | -37.5% | +100.5% | +80.1% |
| 10Y | +359.3% | +130.0% | +229.3% | +229.7% |
| All | +10,545.1% | +10,996.3% | -451.2% | +2,790.7% |
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