+10,545.1%
LIN vs TRV
+4,803.9%
+5,741.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.4% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | -2.4% | -3.4% | +1.0% | -1.1% |
| 3M | -5.6% | +26.4% | -32.0% | -14.5% |
| 6M | -3.4% | +19.3% | -22.7% | -10.5% |
| YTD | +13.1% | +28.3% | -15.2% | +1.6% |
| 1Y | +2.5% | +34.3% | -31.8% | -9.7% |
| 3Y | +27.6% | +140.1% | -112.5% | -12.7% |
| 5Y | +63.0% | +155.7% | -92.7% | +7.7% |
| 10Y | +359.3% | +285.5% | +73.7% | +149.6% |
| All | +10,545.1% | +4,803.9% | +5,741.2% | +2,265.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling