+64.4%
LIN vs SNPS
+36.0%
+28.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | +0.5% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +7.6% | -8.4% | +16.0% | +8.8% |
| 3M | +6.5% | +12.3% | -5.7% | +4.0% |
| 6M | +6.2% | -9.6% | +15.8% | +7.1% |
| YTD | +23.2% | -0.6% | +23.8% | +21.4% |
| 1Y | +25.4% | +18.7% | +6.7% | +19.1% |
| 3Y | +38.3% | -7.6% | +45.9% | +27.1% |
| 5Y | +64.4% | +34.1% | +30.3% | +26.4% |
| All | +64.4% | +36.0% | +28.5% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 5y: compounded portfolio wealth divided by compounded SNPS 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…
5y analysis · Full analysis span regression · 6 months rolling