+36.2%
LIN vs SPMO
+116.1%
-79.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.4% |
| 7D | +0.2% | -8.7% | +8.9% | +1.7% |
| 30D | +6.5% | -18.7% | +25.1% | +10.4% |
| 3M | +5.5% | -16.4% | +21.9% | +8.6% |
| 6M | +3.3% | -11.9% | +15.2% | +4.1% |
| YTD | +22.0% | +4.9% | +17.1% | +16.7% |
| 1Y | +25.7% | +6.2% | +19.5% | +19.5% |
| 3Y | +36.2% | +115.1% | -78.9% | -2.5% |
| All | +36.2% | +116.1% | -79.9% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling