+312.6%
LIN vs SPOT
+267.1%
+45.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | +0.1% | +2.5% | -2.4% | -0.2% |
| 30D | +7.6% | +15.1% | -7.5% | +5.6% |
| 3M | +6.5% | +24.8% | -18.2% | +3.4% |
| 6M | +6.2% | +45.8% | -39.6% | +0.9% |
| YTD | +23.2% | +4.9% | +18.3% | +21.1% |
| 1Y | +25.4% | -1.3% | +26.7% | +24.2% |
| 3Y | +38.3% | +257.7% | -219.4% | +11.8% |
| 5Y | +64.4% | +118.5% | -54.1% | +36.6% |
| All | +312.6% | +267.1% | +45.4% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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