+358.4%
LIN vs TRV
+282.1%
+76.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | -3.5% | +0.5% | -3.9% | -3.7% |
| 30D | -4.1% | -4.9% | +0.8% | -2.0% |
| 3M | -6.4% | +23.7% | -30.1% | -15.3% |
| 6M | -2.4% | +20.3% | -22.7% | -10.8% |
| YTD | +10.9% | +27.1% | -16.1% | -1.2% |
| 1Y | 0.0% | +35.3% | -35.3% | -13.6% |
| 3Y | +25.8% | +139.8% | -114.0% | -19.1% |
| 5Y | +60.8% | +153.9% | -93.0% | -0.8% |
| 10Y | +358.4% | +285.9% | +72.5% | +131.9% |
| All | +358.4% | +282.1% | +76.2% | +131.9% |
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