+654.4%
GOOG vs LIN
+417.8%
+236.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +2.4% | +2.0% | +0.4% | +1.4% |
| 30D | -18.1% | +7.9% | -26.0% | -21.3% |
| 3M | -19.9% | +6.3% | -26.2% | -22.5% |
| 6M | -28.2% | +6.5% | -34.6% | -31.1% |
| YTD | -9.0% | +23.6% | -32.6% | -20.1% |
| 1Y | -1.7% | +25.7% | -27.4% | -14.6% |
| 3Y | +114.5% | +35.6% | +78.9% | +75.2% |
| 5Y | +96.2% | +65.9% | +30.3% | +40.2% |
| 10Y | +654.4% | +412.1% | +242.3% | +192.0% |
| All | +654.4% | +417.8% | +236.5% | +192.0% |
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 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