+431.5%
LIN vs PNR
+99.2%
+332.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.6% |
| 7D | +2.1% | +0.3% | +1.8% | +2.0% |
| 30D | +6.8% | +31.7% | -24.9% | -5.0% |
| 3M | +10.4% | +2.6% | +7.7% | +8.5% |
| 6M | +3.2% | -6.4% | +9.5% | +4.3% |
| YTD | +24.6% | -33.4% | +58.0% | +43.6% |
| 1Y | +24.4% | -35.1% | +59.5% | +44.9% |
| 3Y | +36.7% | +17.1% | +19.7% | +18.0% |
| 5Y | +67.0% | -3.5% | +70.6% | +54.1% |
| All | +431.5% | +99.2% | +332.2% | +230.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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