+157.4%
GE vs LIN
+417.8%
-260.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | +5.4% | +2.0% | +3.4% | +4.0% |
| 30D | +9.6% | +7.9% | +1.8% | +4.2% |
| 3M | -7.7% | +6.3% | -14.0% | -11.6% |
| 6M | +14.0% | +6.5% | +7.5% | +8.5% |
| YTD | +10.2% | +23.6% | -13.4% | -6.0% |
| 1Y | +8.9% | +25.7% | -16.8% | -8.3% |
| 3Y | +273.7% | +35.6% | +238.0% | +195.2% |
| 5Y | +410.2% | +65.9% | +344.3% | +242.4% |
| 10Y | +157.4% | +412.1% | -254.6% | -7.6% |
| All | +157.4% | +417.8% | -260.4% | -7.6% |
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