+37.8%
LIN vs SE
+64.7%
-26.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.7% | +5.0% | -0.4% |
| 7D | +3.6% | -1.2% | +4.8% | +3.6% |
| 30D | +6.4% | -21.7% | +28.0% | +7.8% |
| 3M | +6.5% | -34.2% | +40.7% | +8.8% |
| 6M | +4.9% | -10.5% | +15.3% | +4.9% |
| YTD | +23.4% | -40.7% | +64.2% | +26.9% |
| 1Y | +26.3% | -52.1% | +78.4% | +32.0% |
| All | +37.8% | +64.7% | -26.9% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 3y: compounded portfolio wealth divided by compounded SE 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…
3y analysis · Full analysis span regression · 6 months rolling