+293.4%
C vs LIN
+358.9%
-65.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.4% |
| 7D | +3.6% | -2.1% | +5.7% | +5.2% |
| 30D | +0.1% | -2.4% | +2.5% | +1.7% |
| 3M | +2.4% | -5.6% | +8.0% | +5.9% |
| 6M | +24.9% | -3.4% | +28.3% | +26.3% |
| YTD | +19.8% | +13.1% | +6.7% | +7.2% |
| 1Y | +44.9% | +2.5% | +42.4% | +39.1% |
| 3Y | +263.0% | +27.6% | +235.4% | +190.9% |
| 5Y | +129.5% | +63.0% | +66.5% | +46.6% |
| All | +293.4% | +358.9% | -65.4% | +20.6% |
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