+412.1%
LIN vs GEN
+151.0%
+261.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +2.0% | +1.0% | +1.0% | +1.8% |
| 30D | +7.9% | +29.1% | -21.2% | +3.4% |
| 3M | +6.3% | +2.9% | +3.4% | +5.3% |
| 6M | +6.5% | +33.6% | -27.1% | +0.6% |
| YTD | +23.6% | +12.0% | +11.5% | +19.9% |
| 1Y | +25.7% | +16.2% | +9.6% | +21.1% |
| 3Y | +35.6% | +65.1% | -29.5% | +21.5% |
| 5Y | +65.9% | +33.3% | +32.6% | +52.0% |
| 10Y | +412.1% | +149.7% | +262.4% | +301.3% |
| All | +412.1% | +151.0% | +261.1% | +301.3% |
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