+475.3%
LIN vs SPMO
+459.7%
+15.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -2.0% |
| 7D | +0.2% | -8.7% | +8.9% | +5.1% |
| 30D | +6.5% | -18.7% | +25.1% | +19.0% |
| 3M | +5.5% | -16.4% | +21.9% | +15.7% |
| 6M | +3.3% | -11.9% | +15.2% | +7.6% |
| YTD | +22.0% | +4.9% | +17.1% | +12.8% |
| 1Y | +25.7% | +6.2% | +19.5% | +15.0% |
| 3Y | +36.2% | +115.1% | -78.9% | -27.1% |
| 5Y | +66.1% | +102.2% | -36.2% | -7.4% |
| 10Y | +431.0% | +422.3% | +8.6% | +77.9% |
| All | +475.3% | +459.7% | +15.6% | +88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling