+278.7%
LIN vs SPOT
+227.0%
+51.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.6% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | -2.4% | +12.5% | -14.9% | -3.9% |
| 3M | -5.6% | +9.9% | -15.5% | -6.8% |
| 6M | -3.4% | +1.6% | -5.0% | -4.2% |
| YTD | +13.1% | -6.6% | +19.7% | +13.0% |
| 1Y | +2.5% | -22.9% | +25.4% | +4.8% |
| 3Y | +27.6% | +244.3% | -216.7% | +3.5% |
| 5Y | +63.0% | +117.8% | -54.8% | +35.2% |
| All | +278.7% | +227.0% | +51.7% | +163.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling