+8,055.1%
LIN vs SIRI
-6.9%
+8,062.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.5% | -1.1% |
| 7D | +0.2% | +12.6% | -12.4% | -0.5% |
| 30D | +6.5% | +25.9% | -19.4% | +5.1% |
| 3M | +5.5% | +10.3% | -4.8% | +4.8% |
| 6M | +3.3% | +24.8% | -21.5% | +2.0% |
| YTD | +22.0% | +68.6% | -46.6% | +18.3% |
| 1Y | +25.7% | +55.9% | -30.2% | +22.4% |
| 3Y | +36.2% | -22.3% | +58.6% | +36.2% |
| 5Y | +66.1% | -38.6% | +104.7% | +66.5% |
| 10Y | +431.0% | -0.6% | +431.6% | +419.0% |
| All | +8,055.1% | -6.9% | +8,062.0% | +6,315.4% |
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