+417.3%
LIN vs SRE
+110.3%
+307.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.7% |
| 7D | +0.1% | -8.4% | +8.5% | +3.3% |
| 30D | +7.6% | -3.2% | +10.7% | +8.7% |
| 3M | +6.5% | -5.3% | +11.8% | +8.2% |
| 6M | +6.2% | -12.6% | +18.8% | +11.0% |
| YTD | +23.2% | -8.8% | +32.0% | +26.4% |
| 1Y | +25.4% | -13.4% | +38.8% | +31.1% |
| 3Y | +38.3% | +24.4% | +13.9% | +21.0% |
| 5Y | +64.4% | +47.3% | +17.1% | +32.6% |
| 10Y | +417.3% | +116.7% | +300.7% | +281.0% |
| All | +417.3% | +110.3% | +307.0% | +281.0% |
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