+57.8%
LIN vs SOUN
-24.7%
+82.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -1.9% |
| 7D | -3.5% | -4.1% | +0.6% | -3.4% |
| 30D | -4.1% | -18.1% | +14.0% | -3.9% |
| 3M | -6.4% | -12.3% | +5.9% | -6.3% |
| 6M | -2.4% | -18.6% | +16.2% | -2.3% |
| YTD | +10.9% | -34.1% | +45.0% | +11.3% |
| 1Y | 0.0% | -57.0% | +57.1% | +0.8% |
| 3Y | +25.8% | +185.7% | -159.8% | +22.6% |
| All | +57.8% | -24.7% | +82.5% | +53.8% |
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