+358.4%
LIN vs SIRI
-13.0%
+371.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.3% | -1.8% |
| 7D | -3.5% | +4.3% | -7.7% | -4.2% |
| 30D | -4.1% | -2.8% | -1.3% | -3.7% |
| 3M | -6.4% | +5.9% | -12.3% | -7.5% |
| 6M | -2.4% | +31.9% | -34.4% | -7.6% |
| YTD | +10.9% | +48.7% | -37.7% | +2.5% |
| 1Y | 0.0% | +23.2% | -23.2% | -4.6% |
| 3Y | +25.8% | -23.9% | +49.7% | +25.8% |
| 5Y | +60.8% | -43.4% | +104.3% | +65.2% |
| 10Y | +358.4% | -13.6% | +372.0% | +298.8% |
| All | +358.4% | -13.0% | +371.4% | +298.8% |
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