+54.1%
T vs LIN
+430.8%
-376.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.6% |
| 30D | -1.7% | +7.6% | -9.3% | -4.2% |
| 3M | -7.3% | +6.5% | -13.9% | -9.4% |
| 6M | -11.2% | +6.2% | -17.4% | -13.4% |
| YTD | -8.1% | +23.2% | -31.3% | -15.3% |
| 1Y | -8.0% | +25.4% | -33.4% | -15.9% |
| 3Y | +62.1% | +38.3% | +23.8% | +41.5% |
| 5Y | +55.7% | +64.4% | -8.7% | +24.2% |
| 10Y | +54.1% | +417.3% | -363.2% | -18.8% |
| All | +54.1% | +430.8% | -376.7% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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