+417.5%
LIN vs TRU
+167.9%
+249.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.6% |
| 7D | +0.2% | +5.7% | -5.5% | -1.3% |
| 30D | +6.5% | +29.2% | -22.8% | -1.0% |
| 3M | +5.5% | +2.7% | +2.8% | +4.0% |
| 6M | +3.3% | +15.2% | -11.9% | -2.0% |
| YTD | +22.0% | -4.9% | +26.9% | +20.8% |
| 1Y | +25.7% | +3.4% | +22.3% | +21.2% |
| 3Y | +36.2% | +63.2% | -26.9% | +6.0% |
| 5Y | +66.1% | -26.6% | +92.7% | +69.2% |
| All | +417.5% | +167.9% | +249.6% | +268.2% |
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