+39.4%
LIN vs SN
+650.0%
-610.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.2% | -0.5% |
| 7D | +0.2% | +1.4% | -1.1% | +0.1% |
| 30D | +6.2% | +16.6% | -10.4% | +4.7% |
| 3M | +9.3% | +18.3% | -8.9% | +7.6% |
| 6M | +4.4% | +103.1% | -98.7% | -2.1% |
| YTD | +23.7% | +96.7% | -73.0% | +16.1% |
| 1Y | +23.5% | +134.3% | -110.9% | +13.7% |
| 3Y | +35.8% | +425.2% | -389.4% | +17.4% |
| All | +39.4% | +650.0% | -610.6% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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