+76.1%
LIN vs SOUN
-58.7%
+134.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.9% | +7.2% | -0.7% |
| 7D | +0.2% | -15.5% | +15.7% | +0.4% |
| 30D | +6.2% | -26.2% | +32.4% | +6.5% |
| 3M | +9.3% | -51.4% | +60.7% | +10.3% |
| 6M | +4.4% | -55.3% | +59.7% | +5.3% |
| YTD | +23.7% | -63.9% | +87.6% | +25.0% |
| 1Y | +23.5% | -72.8% | +96.3% | +25.2% |
| 3Y | +35.8% | +101.1% | -65.3% | +33.0% |
| All | +76.1% | -58.7% | +134.8% | +72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling