+417.3%
LIN vs SPMO
+455.3%
-38.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.4% | -3.4% | -1.5% |
| 7D | +0.1% | -1.9% | +2.1% | +0.9% |
| 30D | +7.6% | -14.1% | +21.6% | +16.7% |
| 3M | +6.5% | -13.1% | +19.6% | +14.4% |
| 6M | +6.2% | -9.4% | +15.6% | +9.1% |
| YTD | +23.2% | +9.5% | +13.7% | +10.9% |
| 1Y | +25.4% | +10.5% | +14.9% | +11.8% |
| 3Y | +38.3% | +124.4% | -86.1% | -29.2% |
| 5Y | +64.4% | +110.5% | -46.1% | -12.0% |
| 10Y | +417.3% | +450.3% | -33.0% | +50.6% |
| All | +417.3% | +455.3% | -38.0% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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