+417.3%
LIN vs TRV
+372.9%
+44.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.1% | -0.9% | +1.0% | +0.5% |
| 30D | +7.6% | +7.2% | +0.4% | +4.3% |
| 3M | +6.5% | +3.2% | +3.4% | +4.9% |
| 6M | +6.2% | +33.6% | -27.4% | -7.4% |
| YTD | +23.2% | +37.8% | -14.6% | +5.6% |
| 1Y | +25.4% | +43.4% | -18.0% | +5.5% |
| 3Y | +38.3% | +146.7% | -108.4% | -12.0% |
| 5Y | +64.4% | +176.1% | -111.7% | -2.6% |
| 10Y | +417.3% | +357.4% | +59.9% | +148.6% |
| All | +417.3% | +372.9% | +44.5% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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