+35.6%
LIN vs SPXU
-80.2%
+115.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.4% |
| 7D | +2.0% | +0.5% | +1.5% | +2.3% |
| 30D | +7.9% | +10.9% | -3.0% | +9.8% |
| 3M | +6.3% | +9.6% | -3.3% | +8.1% |
| 6M | +6.5% | -4.7% | +11.2% | +6.2% |
| YTD | +23.6% | -24.6% | +48.2% | +19.2% |
| 1Y | +25.7% | -24.7% | +50.4% | +21.4% |
| All | +35.6% | -80.2% | +115.9% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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