+417.3%
LIN vs PWR
+1,915.1%
-1,497.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.4% | -8.4% | -1.3% |
| 7D | +0.1% | -4.8% | +4.9% | +0.6% |
| 30D | +7.6% | -16.2% | +23.8% | +11.3% |
| 3M | +6.5% | -11.9% | +18.5% | +8.4% |
| 6M | +6.2% | -20.6% | +26.8% | +9.9% |
| YTD | +23.2% | +40.3% | -17.0% | +6.5% |
| 1Y | +25.4% | +33.0% | -7.6% | +9.7% |
| 3Y | +38.3% | +250.0% | -211.7% | -18.1% |
| 5Y | +64.4% | +404.2% | -339.7% | -18.4% |
| 10Y | +417.3% | +1,865.8% | -1,448.5% | +39.1% |
| All | +417.3% | +1,915.1% | -1,497.8% | +39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling