+376.8%
LIN vs TRU
+238.0%
+138.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.9% | +5.0% | +0.6% |
| 7D | -2.1% | -6.8% | +4.6% | -0.3% |
| 30D | -2.4% | 0.0% | -2.5% | -2.6% |
| 3M | -5.6% | +13.3% | -18.9% | -9.2% |
| 6M | -3.4% | +3.4% | -6.8% | -5.4% |
| YTD | +13.1% | -6.4% | +19.5% | +13.0% |
| 1Y | +2.5% | -9.7% | +12.2% | +2.8% |
| 3Y | +27.6% | +0.1% | +27.5% | +17.8% |
| 5Y | +63.0% | -34.0% | +97.1% | +71.7% |
| 10Y | +359.3% | +147.9% | +211.4% | +224.1% |
| All | +376.8% | +238.0% | +138.8% | +221.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling