+60.8%
LIN vs SHAK
-22.1%
+82.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.6% |
| 7D | -3.5% | -0.3% | -3.1% | -3.4% |
| 30D | -4.1% | -5.2% | +1.2% | -3.5% |
| 3M | -6.4% | +27.3% | -33.6% | -9.3% |
| 6M | -2.4% | -27.9% | +25.5% | +0.1% |
| YTD | +10.9% | -17.0% | +27.9% | +11.2% |
| 1Y | 0.0% | -30.9% | +31.0% | +2.6% |
| 3Y | +25.8% | +3.4% | +22.5% | +16.5% |
| 5Y | +60.8% | -20.5% | +81.3% | +49.6% |
| All | +60.8% | -22.1% | +82.9% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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