+35.6%
LIN vs GEN
+66.2%
-30.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +2.0% | +1.0% | +1.0% | +1.9% |
| 30D | +7.9% | +29.1% | -21.2% | +5.0% |
| 3M | +6.3% | +2.9% | +3.4% | +5.9% |
| 6M | +6.5% | +33.6% | -27.1% | +2.3% |
| YTD | +23.6% | +12.0% | +11.5% | +23.1% |
| 1Y | +25.7% | +16.2% | +9.6% | +24.2% |
| 3Y | +35.6% | +65.1% | -29.5% | +24.1% |
| All | +35.6% | +66.2% | -30.6% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling