+77.4%
LIN vs SOUN
-55.2%
+132.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.9% |
| 7D | +0.3% | -9.5% | +9.8% | +0.5% |
| 30D | +8.0% | -21.3% | +29.4% | +8.3% |
| 3M | +7.7% | -47.2% | +54.9% | +8.5% |
| 6M | +5.1% | -53.7% | +58.8% | +5.9% |
| YTD | +24.7% | -60.8% | +85.5% | +25.8% |
| 1Y | +25.1% | -70.9% | +96.0% | +26.7% |
| 3Y | +36.8% | +118.4% | -81.6% | +33.9% |
| All | +77.4% | -55.2% | +132.6% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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