+68.0%
LIN vs XRT
-3.3%
+71.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.2% | +0.2% |
| 7D | +3.6% | +2.3% | +1.3% | +2.8% |
| 30D | +6.4% | +9.8% | -3.4% | +3.1% |
| 3M | +6.5% | -0.2% | +6.7% | +6.4% |
| 6M | +4.9% | +8.4% | -3.5% | +1.8% |
| YTD | +23.4% | +7.5% | +15.9% | +19.9% |
| 1Y | +26.3% | +13.2% | +13.2% | +20.4% |
| 3Y | +38.0% | +52.0% | -14.0% | +16.3% |
| 5Y | +68.0% | -3.2% | +71.2% | +59.0% |
| All | +68.0% | -3.3% | +71.3% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling