+63.3%
LIN vs SRE
+43.0%
+20.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.6% |
| 7D | +0.2% | -9.2% | +9.4% | +2.8% |
| 30D | +6.5% | -1.9% | +8.4% | +6.9% |
| 3M | +5.5% | -6.5% | +12.0% | +7.1% |
| 6M | +3.3% | -15.2% | +18.6% | +7.9% |
| YTD | +22.0% | -9.5% | +31.5% | +24.7% |
| 1Y | +25.7% | -13.2% | +39.0% | +30.1% |
| 3Y | +36.2% | +19.5% | +16.8% | +21.4% |
| All | +63.3% | +43.0% | +20.3% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling