+410.6%
LIN vs TRU
+177.4%
+233.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.3% |
| 7D | +0.1% | +4.9% | -4.8% | -1.2% |
| 30D | +7.6% | +26.9% | -19.4% | +0.5% |
| 3M | +6.5% | +4.0% | +2.5% | +4.7% |
| 6M | +6.2% | +15.8% | -9.6% | +0.6% |
| YTD | +23.2% | -2.6% | +25.8% | +21.2% |
| 1Y | +25.4% | +3.9% | +21.6% | +20.8% |
| 3Y | +38.3% | +59.2% | -20.9% | +8.7% |
| 5Y | +64.4% | -25.7% | +90.1% | +67.3% |
| All | +410.6% | +177.4% | +233.2% | +247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling