+10,545.1%
LIN vs GEN
+1,589.7%
+8,955.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.7% |
| 7D | -2.1% | -1.2% | -0.9% | -2.0% |
| 30D | -2.4% | +10.1% | -12.6% | -3.6% |
| 3M | -5.6% | +16.1% | -21.7% | -7.5% |
| 6M | -3.4% | +38.9% | -42.2% | -7.7% |
| YTD | +13.1% | +14.4% | -1.3% | +10.4% |
| 1Y | +2.5% | +5.9% | -3.4% | +1.0% |
| 3Y | +27.6% | +58.8% | -31.2% | +18.7% |
| 5Y | +63.0% | +24.7% | +38.4% | +54.8% |
| 10Y | +359.3% | +163.1% | +196.2% | +287.9% |
| All | +10,545.1% | +1,589.7% | +8,955.5% | +7,128.1% |
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