+3,460.0%
LIN vs PWR
+8,583.6%
-5,123.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -2.1% | +3.6% | -5.7% | -2.8% |
| 30D | -2.4% | -8.6% | +6.2% | -1.0% |
| 3M | -5.6% | -13.2% | +7.6% | -3.9% |
| 6M | -3.4% | +9.9% | -13.3% | -6.4% |
| YTD | +13.1% | +48.0% | -34.9% | +3.3% |
| 1Y | +2.5% | +66.2% | -63.7% | -8.8% |
| 3Y | +27.6% | +195.1% | -167.5% | -0.5% |
| 5Y | +63.0% | +442.6% | -379.5% | +12.1% |
| 10Y | +359.3% | +2,334.2% | -1,975.0% | +136.7% |
| All | +3,460.0% | +8,583.6% | -5,123.6% | +1,226.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling