+427.9%
LIN vs SO
+193.6%
+234.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.2% |
| 7D | +0.2% | -0.9% | +1.2% | +0.6% |
| 30D | +6.2% | +4.9% | +1.2% | +4.1% |
| 3M | +9.3% | +0.8% | +8.6% | +8.8% |
| 6M | +4.4% | +0.6% | +3.8% | +3.8% |
| YTD | +23.7% | +8.7% | +15.1% | +19.1% |
| 1Y | +23.5% | +4.0% | +19.5% | +20.9% |
| 3Y | +35.8% | +50.6% | -14.8% | +12.7% |
| 5Y | +65.9% | +77.5% | -11.6% | +26.5% |
| All | +427.9% | +193.6% | +234.2% | +254.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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