+25.1%
LIN vs SPOT
-1.8%
+26.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +0.3% | -3.0% | +3.3% | +0.4% |
| 30D | +8.0% | +15.2% | -7.1% | +7.6% |
| 3M | +7.7% | +21.6% | -13.9% | +7.2% |
| 6M | +5.1% | +45.2% | -40.1% | +4.9% |
| YTD | +24.7% | +4.9% | +19.8% | +23.0% |
| 1Y | +25.1% | -4.8% | +29.9% | +23.6% |
| All | +25.1% | -1.8% | +26.9% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling