+26.3%
LIN vs STT
+44.5%
-18.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.4% |
| 7D | +3.6% | -4.9% | +8.5% | +3.9% |
| 30D | +6.4% | -6.0% | +12.4% | +6.8% |
| 3M | +6.5% | -11.7% | +18.2% | +7.3% |
| 6M | +4.9% | +11.7% | -6.8% | +3.4% |
| YTD | +23.4% | +30.4% | -7.0% | +20.1% |
| 1Y | +26.3% | +43.9% | -17.6% | +19.3% |
| All | +26.3% | +44.5% | -18.2% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 1y: compounded portfolio wealth divided by compounded STT 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…
1y analysis · Full analysis span regression · 6 months rolling