+68.0%
LIN vs ARWR
-29.8%
+97.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.8% | +6.1% | -0.2% |
| 7D | +3.6% | -5.0% | +8.6% | +3.9% |
| 30D | +6.4% | -6.6% | +13.0% | +6.8% |
| 3M | +6.5% | -33.9% | +40.4% | +9.4% |
| 6M | +4.9% | -23.3% | +28.2% | +6.2% |
| YTD | +23.4% | -13.5% | +36.9% | +23.5% |
| 1Y | +26.3% | +42.5% | -16.2% | +20.9% |
| 3Y | +38.0% | +104.1% | -66.1% | +21.7% |
| 5Y | +68.0% | -28.8% | +96.8% | +54.8% |
| All | +68.0% | -29.8% | +97.8% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling