+60.8%
LIN vs GNRC
-57.1%
+117.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.5% | -2.1% |
| 7D | -3.5% | +4.8% | -8.3% | -4.0% |
| 30D | -4.1% | -10.4% | +6.3% | -3.0% |
| 3M | -6.4% | -28.5% | +22.1% | -3.3% |
| 6M | -2.4% | -6.8% | +4.3% | -2.9% |
| YTD | +10.9% | +39.5% | -28.6% | +4.3% |
| 1Y | 0.0% | +3.4% | -3.4% | -2.7% |
| 3Y | +25.8% | +65.1% | -39.3% | +11.9% |
| 5Y | +60.8% | -57.1% | +117.9% | +65.7% |
| All | +60.8% | -57.1% | +117.9% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 5y: compounded portfolio wealth divided by compounded GNRC 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…
5y analysis · Full analysis span regression · 6 months rolling