+68.0%
LIN vs SBAC
-39.7%
+107.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.4% |
| 7D | +3.6% | +4.4% | -0.8% | +2.6% |
| 30D | +6.4% | +13.8% | -7.4% | +3.4% |
| 3M | +6.5% | +9.0% | -2.5% | +4.3% |
| 6M | +4.9% | -10.0% | +14.9% | +6.8% |
| YTD | +23.4% | +1.8% | +21.6% | +21.5% |
| 1Y | +26.3% | +1.1% | +25.2% | +24.5% |
| 3Y | +38.0% | -9.5% | +47.5% | +37.9% |
| 5Y | +68.0% | -39.0% | +107.0% | +89.6% |
| All | +68.0% | -39.7% | +107.7% | +89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling