+361.3%
LIN vs TT
+887.4%
-526.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.2% |
| 7D | -2.1% | -0.2% | -1.9% | -2.0% |
| 30D | -2.4% | -7.4% | +5.0% | +0.8% |
| 3M | -5.6% | -3.2% | -2.4% | -4.9% |
| 6M | -3.4% | +1.1% | -4.5% | -5.3% |
| YTD | +13.1% | +15.6% | -2.5% | +3.7% |
| 1Y | +2.5% | +9.2% | -6.7% | -4.0% |
| 3Y | +27.6% | +124.4% | -96.8% | -20.8% |
| 5Y | +63.0% | +138.0% | -75.0% | -4.4% |
| All | +361.3% | +887.4% | -526.1% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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