+7,458.7%
LIN vs SIRI
-17.3%
+7,476.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.7% | -0.8% |
| 7D | -2.1% | +1.6% | -3.7% | -2.2% |
| 30D | -2.4% | -4.7% | +2.3% | -2.2% |
| 3M | -5.6% | +5.3% | -10.8% | -5.9% |
| 6M | -3.4% | +30.5% | -33.9% | -4.9% |
| YTD | +13.1% | +49.6% | -36.5% | +10.5% |
| 1Y | +2.5% | +28.5% | -26.0% | +0.8% |
| 3Y | +27.6% | -27.5% | +55.1% | +27.9% |
| 5Y | +63.0% | -44.7% | +107.7% | +64.5% |
| 10Y | +359.3% | -12.6% | +371.9% | +352.2% |
| All | +7,458.7% | -17.3% | +7,476.0% | +5,887.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling