+3,811.6%
LIN vs PWR
+7,972.1%
-4,160.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -11.7% | +14.2% | +4.7% |
| 7D | +3.3% | -4.4% | +7.6% | +3.8% |
| 30D | +8.8% | -15.1% | +23.8% | +11.4% |
| 3M | +8.6% | -16.2% | +24.9% | +11.3% |
| 6M | +7.0% | -23.3% | +30.4% | +10.6% |
| YTD | +24.3% | +37.6% | -13.3% | +14.3% |
| 1Y | +27.3% | +32.4% | -5.1% | +17.6% |
| 3Y | +38.9% | +244.2% | -205.3% | +4.7% |
| 5Y | +69.4% | +416.2% | -346.8% | +16.8% |
| 10Y | +440.7% | +2,008.1% | -1,567.4% | +184.0% |
| All | +3,811.6% | +7,972.1% | -4,160.5% | +1,367.3% |
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