+36.7%
LIN vs SNY
+22.5%
+14.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | +2.1% | +2.8% | -0.7% | +1.7% |
| 30D | +6.8% | +21.6% | -14.9% | +3.6% |
| 3M | +10.4% | +10.5% | -0.1% | +8.7% |
| 6M | +3.2% | +14.0% | -10.9% | +0.9% |
| YTD | +24.6% | +5.4% | +19.2% | +23.3% |
| 1Y | +24.4% | -2.5% | +26.9% | +24.7% |
| 3Y | +36.7% | +22.1% | +14.7% | +30.4% |
| All | +36.7% | +22.5% | +14.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 3y: compounded portfolio wealth divided by compounded SNY 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…
3y analysis · Full analysis span regression · 6 months rolling