+369.0%
LIN vs PNR
+63.0%
+306.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.4% |
| 7D | -4.0% | -3.9% | -0.1% | -2.4% |
| 30D | -4.9% | -13.8% | +8.9% | +0.9% |
| 3M | -9.2% | -22.5% | +13.3% | -0.2% |
| 6M | -2.6% | -37.2% | +34.6% | +16.0% |
| YTD | +10.5% | -44.2% | +54.7% | +37.5% |
| 1Y | -0.1% | -46.6% | +46.5% | +26.6% |
| 3Y | +25.4% | -12.5% | +37.9% | +23.2% |
| 5Y | +59.7% | -19.3% | +79.0% | +59.2% |
| 10Y | +369.0% | +67.5% | +301.5% | +214.7% |
| All | +369.0% | +63.0% | +306.0% | +214.7% |
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