+23.5%
LIN vs RGEN
+9.1%
+14.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.8% | -0.8% |
| 7D | +0.2% | -1.2% | +1.4% | +0.2% |
| 30D | +6.2% | -5.1% | +11.2% | +6.1% |
| 3M | +9.3% | +0.5% | +8.8% | +9.2% |
| 6M | +4.4% | +46.6% | -42.2% | +5.7% |
| YTD | +23.7% | +1.6% | +22.1% | +25.4% |
| 1Y | +23.5% | +5.4% | +18.1% | +24.7% |
| All | +23.5% | +9.1% | +14.3% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling