+24.4%
LIN vs XRT
+12.7%
+11.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +2.1% | +1.7% | +0.4% | +1.8% |
| 30D | +6.8% | +7.5% | -0.7% | +5.6% |
| 3M | +10.4% | +2.2% | +8.2% | +9.9% |
| 6M | +3.2% | +14.7% | -11.5% | +1.9% |
| YTD | +24.6% | +7.5% | +17.1% | +24.1% |
| 1Y | +24.4% | +14.1% | +10.3% | +21.8% |
| All | +24.4% | +12.7% | +11.7% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling