+36.2%
LIN vs SRE
+18.5%
+17.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.8% |
| 7D | +0.2% | -9.2% | +9.4% | +1.8% |
| 30D | +6.5% | -1.9% | +8.4% | +6.7% |
| 3M | +5.5% | -6.5% | +12.0% | +6.5% |
| 6M | +3.3% | -15.2% | +18.6% | +6.2% |
| YTD | +22.0% | -9.5% | +31.5% | +23.8% |
| 1Y | +25.7% | -13.2% | +39.0% | +28.5% |
| 3Y | +36.2% | +19.5% | +16.8% | +28.2% |
| All | +36.2% | +18.5% | +17.8% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling