+2,328.2%
GE vs LIN
+9,840.7%
-7,512.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.0% | +1.5% |
| 7D | -1.6% | -2.1% | +0.5% | -0.6% |
| 30D | -11.6% | -2.4% | -9.1% | -10.6% |
| 3M | +3.0% | -5.6% | +8.6% | +5.5% |
| 6M | -0.5% | -3.4% | +2.9% | +0.5% |
| YTD | +9.7% | +13.1% | -3.4% | +2.7% |
| 1Y | +20.0% | +2.5% | +17.6% | +17.4% |
| 3Y | +275.8% | +27.6% | +248.2% | +230.8% |
| 5Y | +429.1% | +63.0% | +366.0% | +311.9% |
| 10Y | +151.2% | +359.3% | -208.1% | +24.0% |
| All | +2,328.2% | +9,840.7% | -7,512.5% | +458.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling