+11,518.3%
LIN vs GEN
+1,586.9%
+9,931.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.6% |
| 7D | +3.6% | +8.5% | -4.9% | +2.6% |
| 30D | +6.4% | +34.2% | -27.8% | +2.4% |
| 3M | +6.5% | +10.0% | -3.5% | +4.7% |
| 6M | +4.9% | +56.8% | -51.9% | -1.6% |
| YTD | +23.4% | +14.2% | +9.2% | +20.0% |
| 1Y | +26.3% | +20.8% | +5.5% | +21.9% |
| 3Y | +38.0% | +84.1% | -46.1% | +25.6% |
| 5Y | +68.0% | +37.1% | +30.9% | +57.1% |
| 10Y | +437.1% | +171.5% | +265.6% | +350.3% |
| All | +11,518.3% | +1,586.9% | +9,931.4% | +7,756.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling