+460.9%
LIN vs RUN
-24.4%
+485.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +12.3% | -13.0% | -1.4% |
| 7D | +3.6% | +30.0% | -26.4% | +1.8% |
| 30D | +6.4% | +27.0% | -20.6% | +4.6% |
| 3M | +6.5% | -5.9% | +12.4% | +6.5% |
| 6M | +4.9% | -26.7% | +31.5% | +6.1% |
| YTD | +23.4% | -46.4% | +69.8% | +26.0% |
| 1Y | +26.3% | -52.1% | +78.4% | +29.5% |
| 3Y | +38.0% | -8.9% | +46.9% | +22.8% |
| 5Y | +68.0% | -82.4% | +150.4% | +65.8% |
| 10Y | +437.1% | +109.6% | +327.6% | +304.5% |
| All | +460.9% | -24.4% | +485.3% | +326.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling