+36.2%
LIN vs XRT
+49.6%
-13.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.7% |
| 7D | +0.2% | +0.9% | -0.7% | 0.0% |
| 30D | +6.5% | +7.9% | -1.5% | +4.4% |
| 3M | +5.5% | -0.2% | +5.7% | +5.4% |
| 6M | +3.3% | +5.6% | -2.2% | +1.8% |
| YTD | +22.0% | +5.7% | +16.4% | +20.0% |
| 1Y | +25.7% | +14.6% | +11.2% | +20.7% |
| 3Y | +36.2% | +50.7% | -14.4% | +27.4% |
| All | +36.2% | +49.6% | -13.3% | +27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling