+412.1%
LIN vs SIRI
-5.0%
+417.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.5% |
| 7D | +2.0% | +5.5% | -3.5% | +1.0% |
| 30D | +7.9% | +22.6% | -14.7% | +4.0% |
| 3M | +6.3% | +12.9% | -6.6% | +3.8% |
| 6M | +6.5% | +22.3% | -15.8% | +2.3% |
| YTD | +23.6% | +67.8% | -44.2% | +11.7% |
| 1Y | +25.7% | +54.6% | -28.8% | +15.2% |
| 3Y | +35.6% | -21.4% | +57.0% | +36.2% |
| 5Y | +65.9% | -39.2% | +105.1% | +69.8% |
| 10Y | +412.1% | -5.2% | +417.3% | +369.5% |
| All | +412.1% | -5.0% | +417.1% | +369.5% |
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