+37.8%
LIN vs GEN
+84.3%
-46.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.6% |
| 7D | +3.6% | +8.5% | -4.9% | +2.8% |
| 30D | +6.4% | +34.2% | -27.8% | +3.3% |
| 3M | +6.5% | +10.0% | -3.5% | +5.3% |
| 6M | +4.9% | +56.8% | -51.9% | -1.3% |
| YTD | +23.4% | +14.2% | +9.2% | +22.7% |
| 1Y | +26.3% | +20.8% | +5.5% | +24.0% |
| All | +37.8% | +84.3% | -46.5% | +31.2% |
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