+11,385.0%
LIN vs TRV
+5,165.1%
+6,220.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.4% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | +6.5% | +9.6% | -3.1% | +2.6% |
| 3M | +5.5% | +2.7% | +2.7% | +4.1% |
| 6M | +3.3% | +32.0% | -28.7% | -8.2% |
| YTD | +22.0% | +37.8% | -15.8% | +6.3% |
| 1Y | +25.7% | +45.2% | -19.5% | +7.3% |
| 3Y | +36.2% | +145.3% | -109.0% | -7.6% |
| 5Y | +66.1% | +172.3% | -106.2% | +6.9% |
| 10Y | +431.0% | +367.3% | +63.6% | +167.4% |
| All | +11,385.0% | +5,165.1% | +6,220.0% | +2,376.3% |
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 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