+3,785.4%
LIN vs PWR
+6,979.4%
-3,194.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.3% | +11.6% | +1.5% |
| 7D | +3.6% | -19.9% | +23.4% | +7.3% |
| 30D | +6.4% | -29.3% | +35.6% | +12.5% |
| 3M | +6.5% | -25.5% | +32.0% | +11.2% |
| 6M | +4.9% | -34.0% | +38.9% | +11.1% |
| YTD | +23.4% | +20.7% | +2.8% | +16.1% |
| 1Y | +26.3% | +12.3% | +14.0% | +20.1% |
| 3Y | +38.0% | +201.9% | -163.9% | +6.3% |
| 5Y | +68.0% | +336.8% | -268.8% | +19.2% |
| 10Y | +437.1% | +1,748.9% | -1,311.7% | +188.4% |
| All | +3,785.4% | +6,979.4% | -3,194.0% | +1,389.9% |
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