+427.2%
LIN vs SRE
+120.6%
+306.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | +0.3% | -5.6% | +6.0% | +2.5% |
| 30D | +8.0% | -4.5% | +12.5% | +9.7% |
| 3M | +7.7% | -7.7% | +15.4% | +10.5% |
| 6M | +5.1% | -14.4% | +19.5% | +10.6% |
| YTD | +24.7% | -9.4% | +34.1% | +28.2% |
| 1Y | +25.1% | -13.8% | +38.9% | +31.0% |
| 3Y | +36.8% | +22.2% | +14.7% | +20.6% |
| 5Y | +67.9% | +50.5% | +17.4% | +34.0% |
| 10Y | +427.2% | +124.1% | +303.1% | +289.2% |
| All | +427.2% | +120.6% | +306.6% | +289.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling