+427.9%
LIN vs SIRI
-7.8%
+435.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | +0.2% | -3.7% | +3.9% | +0.9% |
| 30D | +6.2% | +20.4% | -14.3% | +2.6% |
| 3M | +9.3% | +12.5% | -3.2% | +6.8% |
| 6M | +4.4% | +23.4% | -19.1% | +0.1% |
| YTD | +23.7% | +65.2% | -41.4% | +12.1% |
| 1Y | +23.5% | +52.4% | -28.9% | +13.4% |
| 3Y | +35.8% | -22.6% | +58.4% | +36.7% |
| 5Y | +65.9% | -41.7% | +107.6% | +72.0% |
| All | +427.9% | -7.8% | +435.6% | +381.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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