+24.4%
LIN vs SPMO
+11.2%
+13.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.6% |
| 7D | +2.1% | +6.3% | -4.3% | +2.5% |
| 30D | +6.8% | -8.9% | +15.6% | +6.1% |
| 3M | +10.4% | -13.2% | +23.6% | +9.5% |
| 6M | +3.2% | -9.3% | +12.4% | +2.4% |
| YTD | +24.6% | +11.6% | +13.0% | +26.3% |
| 1Y | +24.4% | +13.4% | +11.0% | +26.6% |
| All | +24.4% | +11.2% | +13.2% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling