+2,276.6%
GE vs LIN
+10,822.5%
-8,545.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.2% | +1.5% |
| 7D | +9.4% | +3.3% | +6.1% | +7.7% |
| 30D | +7.5% | +8.8% | -1.2% | +3.3% |
| 3M | -12.5% | +8.6% | -21.2% | -16.0% |
| 6M | +17.8% | +7.0% | +10.8% | +13.5% |
| YTD | +7.4% | +24.3% | -16.9% | -4.0% |
| 1Y | +8.9% | +27.3% | -18.4% | -3.8% |
| 3Y | +285.5% | +38.9% | +246.6% | +225.6% |
| 5Y | +415.2% | +69.4% | +345.8% | +293.5% |
| 10Y | +168.4% | +440.7% | -272.4% | +22.9% |
| All | +2,276.6% | +10,822.5% | -8,545.9% | +421.7% |
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