+3,571.3%
LIN vs SRE
+1,424.7%
+2,146.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.3% |
| 7D | +0.2% | -9.2% | +9.4% | +4.1% |
| 30D | +6.5% | -1.9% | +8.4% | +7.2% |
| 3M | +5.5% | -6.5% | +12.0% | +8.0% |
| 6M | +3.3% | -15.2% | +18.6% | +9.9% |
| YTD | +22.0% | -9.5% | +31.5% | +25.9% |
| 1Y | +25.7% | -13.2% | +39.0% | +32.0% |
| 3Y | +36.2% | +19.5% | +16.8% | +21.0% |
| 5Y | +66.1% | +43.6% | +22.5% | +34.8% |
| 10Y | +431.0% | +109.9% | +321.1% | +250.4% |
| All | +3,571.3% | +1,424.7% | +2,146.7% | +989.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling