+427.2%
LIN vs SPG
+116.4%
+310.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +0.3% | +2.7% | -2.4% | -0.3% |
| 30D | +8.0% | +16.6% | -8.5% | +4.0% |
| 3M | +7.7% | +8.1% | -0.4% | +5.5% |
| 6M | +5.1% | +19.3% | -14.3% | +0.3% |
| YTD | +24.7% | +31.1% | -6.4% | +16.1% |
| 1Y | +25.1% | +32.8% | -7.7% | +16.1% |
| 3Y | +36.8% | +135.8% | -98.9% | +9.0% |
| 5Y | +67.9% | +85.1% | -17.2% | +39.5% |
| 10Y | +427.2% | +115.9% | +311.2% | +306.9% |
| All | +427.2% | +116.4% | +310.8% | +306.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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