+65.9%
LIN vs PSA
+29.1%
+36.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.5% |
| 7D | +2.0% | +0.8% | +1.2% | +1.8% |
| 30D | +7.9% | +15.9% | -8.0% | +3.0% |
| 3M | +6.3% | +4.2% | +2.1% | +4.8% |
| 6M | +6.5% | +10.1% | -3.6% | +3.0% |
| YTD | +23.6% | +33.3% | -9.8% | +11.8% |
| 1Y | +25.7% | +28.2% | -2.5% | +15.2% |
| 3Y | +35.6% | +54.9% | -19.3% | +13.8% |
| 5Y | +65.9% | +28.3% | +37.5% | +46.1% |
| All | +65.9% | +29.1% | +36.7% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 5y: compounded portfolio wealth divided by compounded PSA 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…
5y analysis · Full analysis span regression · 6 months rolling