+902.8%
LIN vs SPXU
-100.0%
+1,002.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.4% |
| 7D | +0.2% | +7.6% | -7.4% | +2.6% |
| 30D | +6.5% | +17.5% | -11.1% | +11.9% |
| 3M | +5.5% | +14.7% | -9.2% | +10.2% |
| 6M | +3.3% | -0.1% | +3.4% | +4.2% |
| YTD | +22.0% | -19.8% | +41.8% | +16.1% |
| 1Y | +25.7% | -23.7% | +49.5% | +18.1% |
| 3Y | +36.2% | -79.5% | +115.7% | -7.6% |
| 5Y | +66.1% | -81.9% | +147.9% | +24.4% |
| 10Y | +431.0% | -99.5% | +530.5% | +81.3% |
| All | +902.8% | -100.0% | +1,002.8% | +39.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling