+2.5%
LIN vs PWR
+66.5%
-64.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -0.9% |
| 7D | -2.1% | +3.6% | -5.7% | -2.0% |
| 30D | -2.4% | -8.6% | +6.2% | -2.7% |
| 3M | -5.6% | -13.2% | +7.6% | -5.8% |
| 6M | -3.4% | +9.9% | -13.3% | -2.2% |
| YTD | +13.1% | +48.0% | -34.9% | +17.3% |
| 1Y | +2.5% | +66.2% | -63.7% | +8.3% |
| All | +2.5% | +66.5% | -64.0% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling