+35.8%
LIN vs SPOT
+252.1%
-216.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +1.0% | -0.7% |
| 7D | +0.2% | -2.6% | +2.8% | +0.4% |
| 30D | +6.2% | +13.5% | -7.3% | +5.3% |
| 3M | +9.3% | +22.2% | -12.9% | +7.9% |
| 6M | +4.4% | +38.3% | -33.9% | +2.2% |
| YTD | +23.7% | +3.1% | +20.7% | +23.2% |
| 1Y | +23.5% | -7.6% | +31.1% | +24.0% |
| All | +35.8% | +252.1% | -216.2% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling