+36.2%
LIN vs SOUN
+114.1%
-77.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -1.1% |
| 7D | +0.2% | -2.6% | +2.8% | +0.2% |
| 30D | +6.5% | -27.0% | +33.5% | +7.1% |
| 3M | +5.5% | -41.9% | +47.4% | +6.5% |
| 6M | +3.3% | -56.1% | +59.5% | +4.8% |
| YTD | +22.0% | -58.8% | +80.8% | +23.8% |
| 1Y | +25.7% | -71.1% | +96.9% | +28.6% |
| 3Y | +36.2% | +130.9% | -94.7% | +30.5% |
| All | +36.2% | +114.1% | -77.8% | +30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling