+63.3%
LIN vs SPXS
-81.6%
+144.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.3% |
| 7D | +0.2% | +7.5% | -7.3% | +2.0% |
| 30D | +6.5% | +17.5% | -11.0% | +10.7% |
| 3M | +5.5% | +14.7% | -9.2% | +9.2% |
| 6M | +3.3% | -0.1% | +3.5% | +4.0% |
| YTD | +22.0% | -19.7% | +41.8% | +17.3% |
| 1Y | +25.7% | -23.6% | +49.4% | +19.6% |
| 3Y | +36.2% | -79.2% | +115.4% | -3.0% |
| All | +63.3% | -81.6% | +144.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling