+417.3%
LIN vs PAAS
+178.0%
+239.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.9% | +0.7% |
| 7D | +0.1% | +8.8% | -8.7% | -0.7% |
| 30D | +7.6% | -8.5% | +16.0% | +8.3% |
| 3M | +6.5% | -17.0% | +23.6% | +8.0% |
| 6M | +6.2% | -27.9% | +34.1% | +8.7% |
| YTD | +23.2% | -17.5% | +40.7% | +23.6% |
| 1Y | +25.4% | +22.8% | +2.6% | +20.7% |
| 3Y | +38.3% | +224.2% | -185.9% | +17.7% |
| 5Y | +64.4% | +73.6% | -9.2% | +46.4% |
| 10Y | +417.3% | +186.4% | +231.0% | +332.4% |
| All | +417.3% | +178.0% | +239.3% | +332.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling