+427.9%
LIN vs GEN
+147.0%
+280.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.3% |
| 7D | +0.2% | -3.0% | +3.2% | +0.7% |
| 30D | +6.2% | +24.7% | -18.5% | +2.3% |
| 3M | +9.3% | +4.1% | +5.2% | +8.0% |
| 6M | +4.4% | +36.0% | -31.7% | -1.7% |
| YTD | +23.7% | +10.9% | +12.9% | +20.2% |
| 1Y | +23.5% | +12.2% | +11.3% | +19.6% |
| 3Y | +35.8% | +63.3% | -27.5% | +21.8% |
| 5Y | +65.9% | +29.0% | +36.8% | +52.9% |
| All | +427.9% | +147.0% | +280.9% | +315.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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