+1,388.1%
LIN vs XRT
+558.7%
+829.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.5% | -3.0% | -0.2% |
| 7D | +3.3% | +8.0% | -4.8% | -0.7% |
| 30D | +8.8% | +13.0% | -4.2% | +2.2% |
| 3M | +8.6% | +1.7% | +6.9% | +7.4% |
| 6M | +7.0% | +12.6% | -5.6% | +0.2% |
| YTD | +24.3% | +10.7% | +13.6% | +16.9% |
| 1Y | +27.3% | +18.4% | +8.9% | +15.5% |
| 3Y | +38.9% | +56.4% | -17.5% | +6.2% |
| 5Y | +69.4% | +0.7% | +68.7% | +57.8% |
| 10Y | +440.7% | +164.6% | +276.2% | +160.2% |
| All | +1,388.1% | +558.7% | +829.4% | +244.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling