+417.3%
LIN vs PNR
+119.7%
+297.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | -0.2% |
| 7D | +0.1% | -0.5% | +0.6% | +0.3% |
| 30D | +7.6% | +34.4% | -26.9% | -5.0% |
| 3M | +6.5% | +2.4% | +4.1% | +4.9% |
| 6M | +6.2% | -7.8% | +14.0% | +8.1% |
| YTD | +23.2% | -31.6% | +54.8% | +40.5% |
| 1Y | +25.4% | -33.6% | +59.1% | +44.8% |
| 3Y | +38.3% | +19.9% | +18.4% | +18.3% |
| 5Y | +64.4% | +0.8% | +63.6% | +48.9% |
| 10Y | +417.3% | +113.4% | +303.9% | +217.2% |
| All | +417.3% | +119.7% | +297.7% | +217.2% |
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