+417.3%
LIN vs SPGI
+335.6%
+81.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.7% |
| 7D | +0.1% | -0.9% | +1.0% | +0.5% |
| 30D | +7.6% | +15.5% | -7.9% | +0.6% |
| 3M | +6.5% | +15.7% | -9.1% | -0.7% |
| 6M | +6.2% | +19.1% | -12.9% | -3.1% |
| YTD | +23.2% | -4.1% | +27.3% | +23.0% |
| 1Y | +25.4% | +1.2% | +24.2% | +21.8% |
| 3Y | +38.3% | +31.6% | +6.7% | +15.4% |
| 5Y | +64.4% | +12.4% | +52.0% | +46.0% |
| 10Y | +417.3% | +334.3% | +83.0% | +140.5% |
| All | +417.3% | +335.6% | +81.7% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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