+824.6%
LIN vs GNRC
+1,963.7%
-1,139.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.6% | -3.7% | -1.6% |
| 7D | +0.2% | -10.7% | +10.9% | +1.9% |
| 30D | +6.5% | -20.1% | +26.6% | +10.1% |
| 3M | +5.5% | -16.3% | +21.8% | +7.5% |
| 6M | +3.3% | -33.9% | +37.2% | +8.8% |
| YTD | +22.0% | +29.6% | -7.6% | +12.1% |
| 1Y | +25.7% | +14.9% | +10.8% | +17.7% |
| 3Y | +36.2% | +72.5% | -36.3% | +13.9% |
| 5Y | +66.1% | -60.1% | +126.2% | +76.5% |
| 10Y | +431.0% | +375.3% | +55.6% | +218.3% |
| All | +824.6% | +1,963.7% | -1,139.2% | +291.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling