+11,518.3%
LIN vs STT
+3,237.7%
+8,280.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | +0.7% |
| 7D | +3.6% | -4.9% | +8.5% | +5.1% |
| 30D | +6.4% | -6.0% | +12.4% | +8.2% |
| 3M | +6.5% | -11.7% | +18.2% | +10.2% |
| 6M | +4.9% | +11.7% | -6.8% | +0.9% |
| YTD | +23.4% | +30.4% | -7.0% | +12.9% |
| 1Y | +26.3% | +43.9% | -17.6% | +12.1% |
| 3Y | +38.0% | +165.4% | -127.4% | +0.5% |
| 5Y | +68.0% | +101.0% | -33.0% | +29.8% |
| 10Y | +437.1% | +210.7% | +226.4% | +248.1% |
| All | +11,518.3% | +3,237.7% | +8,280.6% | +3,154.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling