+423.5%
LIN vs PAAS
+187.9%
+235.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.5% |
| 7D | +3.6% | -0.4% | +4.0% | +3.6% |
| 30D | +6.4% | -11.6% | +18.0% | +7.5% |
| 3M | +6.5% | -15.6% | +22.1% | +7.8% |
| 6M | +4.9% | -19.1% | +24.0% | +6.1% |
| YTD | +23.4% | -20.9% | +44.4% | +24.3% |
| 1Y | +26.3% | +21.3% | +5.0% | +21.6% |
| 3Y | +38.0% | +177.4% | -139.4% | +19.3% |
| 5Y | +68.0% | +71.3% | -3.3% | +49.7% |
| All | +423.5% | +187.9% | +235.6% | +338.8% |
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