+431.5%
LIN vs SU
+242.3%
+189.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | +2.1% | +1.7% | +0.4% | +1.7% |
| 30D | +6.8% | -7.9% | +14.6% | +8.5% |
| 3M | +10.4% | +7.5% | +2.8% | +8.1% |
| 6M | +3.2% | +7.2% | -4.1% | +0.7% |
| YTD | +24.6% | +60.9% | -36.3% | +9.9% |
| 1Y | +24.4% | +63.6% | -39.3% | +9.2% |
| 3Y | +36.7% | +128.9% | -92.1% | +8.6% |
| 5Y | +67.0% | +228.3% | -161.2% | +17.5% |
| All | +431.5% | +242.3% | +189.2% | +265.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling