+427.9%
LIN vs PWR
+1,857.9%
-1,430.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +0.2% | +19.1% | -18.8% | -4.1% |
| 30D | +6.2% | -12.0% | +18.2% | +8.5% |
| 3M | +9.3% | -10.6% | +19.9% | +10.8% |
| 6M | +4.4% | -20.8% | +25.2% | +8.3% |
| YTD | +23.7% | +43.7% | -20.0% | +6.2% |
| 1Y | +23.5% | +35.0% | -11.5% | +7.7% |
| 3Y | +35.8% | +249.4% | -213.6% | -19.3% |
| 5Y | +65.9% | +422.1% | -356.2% | -18.6% |
| All | +427.9% | +1,857.9% | -1,430.0% | +41.7% |
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