+417.3%
LIN vs SO
+184.0%
+233.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | +0.5% |
| 7D | +0.1% | -1.1% | +1.2% | +0.6% |
| 30D | +7.6% | +8.6% | -1.0% | +4.1% |
| 3M | +6.5% | +1.8% | +4.8% | +5.6% |
| 6M | +6.2% | +3.6% | +2.6% | +4.4% |
| YTD | +23.2% | +9.9% | +13.3% | +18.1% |
| 1Y | +25.4% | +5.7% | +19.7% | +22.0% |
| 3Y | +38.3% | +52.5% | -14.2% | +14.2% |
| 5Y | +64.4% | +77.3% | -12.9% | +25.6% |
| 10Y | +417.3% | +186.8% | +230.5% | +250.9% |
| All | +417.3% | +184.0% | +233.3% | +250.9% |
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