+61.9%
LIN vs TRV
+156.1%
-94.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.5% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | -2.4% | -3.4% | +1.0% | -1.2% |
| 3M | -5.6% | +26.4% | -32.0% | -13.8% |
| 6M | -3.4% | +19.3% | -22.7% | -9.9% |
| YTD | +13.1% | +28.3% | -15.2% | +2.5% |
| 1Y | +2.5% | +34.3% | -31.8% | -8.8% |
| 3Y | +27.6% | +140.1% | -112.5% | -12.5% |
| All | +61.9% | +156.1% | -94.2% | +6.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling