+417.5%
LIN vs GEN
+157.3%
+260.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.7% |
| 7D | +0.2% | +2.3% | -2.1% | -0.1% |
| 30D | +6.5% | +33.1% | -26.6% | +1.6% |
| 3M | +5.5% | +6.5% | -1.0% | +3.8% |
| 6M | +3.3% | +53.8% | -50.5% | -4.9% |
| YTD | +22.0% | +11.2% | +10.8% | +18.5% |
| 1Y | +25.7% | +19.4% | +6.4% | +20.5% |
| 3Y | +36.2% | +81.0% | -44.8% | +19.9% |
| 5Y | +66.1% | +33.4% | +32.6% | +52.1% |
| All | +417.5% | +157.3% | +260.2% | +302.7% |
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