+11,518.3%
LIN vs PSA
+15,674.5%
-4,156.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | +3.6% | +7.4% | -3.8% | +1.2% |
| 30D | +6.4% | +19.1% | -12.7% | +0.4% |
| 3M | +6.5% | +5.1% | +1.4% | +4.6% |
| 6M | +4.9% | +16.2% | -11.3% | -0.6% |
| YTD | +23.4% | +35.2% | -11.7% | +10.9% |
| 1Y | +26.3% | +27.1% | -0.8% | +15.7% |
| 3Y | +38.0% | +51.7% | -13.7% | +17.5% |
| 5Y | +68.0% | +31.8% | +36.2% | +48.1% |
| 10Y | +437.1% | +148.0% | +289.2% | +274.2% |
| All | +11,518.3% | +15,674.5% | -4,156.2% | +3,569.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling