+68.0%
LIN vs PWR
+349.5%
-281.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.3% | +11.6% | +0.9% |
| 7D | +3.6% | -19.9% | +23.4% | +6.3% |
| 30D | +6.4% | -29.3% | +35.6% | +11.0% |
| 3M | +6.5% | -25.5% | +32.0% | +10.0% |
| 6M | +4.9% | -34.0% | +38.9% | +10.1% |
| YTD | +23.4% | +20.7% | +2.8% | +15.0% |
| 1Y | +26.3% | +12.3% | +14.0% | +19.1% |
| 3Y | +38.0% | +201.9% | -163.9% | -3.8% |
| 5Y | +68.0% | +336.8% | -268.8% | +2.0% |
| All | +68.0% | +349.5% | -281.5% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling