+412.1%
LIN vs PNR
+109.3%
+302.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.6% |
| 7D | +2.0% | -0.1% | +2.1% | +2.0% |
| 30D | +7.9% | +33.4% | -25.5% | -4.5% |
| 3M | +6.3% | +4.9% | +1.4% | +3.6% |
| 6M | +6.5% | -8.5% | +15.0% | +8.8% |
| YTD | +23.6% | -32.1% | +55.7% | +41.4% |
| 1Y | +25.7% | -35.0% | +60.7% | +46.4% |
| 3Y | +35.6% | +17.6% | +18.0% | +17.0% |
| 5Y | +65.9% | +0.9% | +65.0% | +50.0% |
| 10Y | +412.1% | +101.4% | +310.7% | +215.4% |
| All | +412.1% | +109.3% | +302.7% | +215.4% |
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