+427.2%
LIN vs RUN
+74.1%
+353.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.1% | -3.2% | +0.6% |
| 7D | +0.3% | +3.2% | -2.8% | 0.0% |
| 30D | +8.0% | +19.5% | -11.5% | +6.5% |
| 3M | +7.7% | -9.6% | +17.3% | +8.0% |
| 6M | +5.1% | -37.3% | +42.4% | +7.5% |
| YTD | +24.7% | -50.7% | +75.4% | +28.1% |
| 1Y | +25.1% | -54.1% | +79.2% | +28.9% |
| 3Y | +36.8% | -3.9% | +40.8% | +18.8% |
| 5Y | +67.9% | -84.4% | +152.2% | +68.6% |
| 10Y | +427.2% | +77.5% | +349.7% | +256.6% |
| All | +427.2% | +74.1% | +353.1% | +256.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling