+829.5%
LIN vs SPXU
-100.0%
+929.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -0.6% |
| 7D | -2.1% | -0.1% | -2.0% | -2.1% |
| 30D | -2.4% | +0.8% | -3.2% | -2.2% |
| 3M | -5.6% | -4.7% | -0.9% | -6.5% |
| 6M | -3.4% | -29.6% | +26.2% | -12.0% |
| YTD | +13.1% | -29.9% | +43.0% | +3.2% |
| 1Y | +2.5% | -39.1% | +41.5% | -10.0% |
| 3Y | +27.6% | -80.0% | +107.6% | -13.8% |
| 5Y | +63.0% | -86.0% | +149.1% | +13.1% |
| 10Y | +359.3% | -99.5% | +458.8% | +55.9% |
| All | +829.5% | -100.0% | +929.5% | +23.7% |
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