+36.2%
LIN vs PNR
+14.7%
+21.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.2% | -0.6% |
| 7D | +0.2% | +2.8% | -2.6% | -0.4% |
| 30D | +6.5% | +31.2% | -24.7% | +0.1% |
| 3M | +5.5% | -2.1% | +7.5% | +5.9% |
| 6M | +3.3% | -14.0% | +17.3% | +6.3% |
| YTD | +22.0% | -33.6% | +55.6% | +32.8% |
| 1Y | +25.7% | -35.2% | +60.9% | +37.7% |
| 3Y | +36.2% | +15.8% | +20.4% | +35.5% |
| All | +36.2% | +14.7% | +21.5% | +35.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling