+427.2%
LIN vs SU
+232.2%
+195.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.5% |
| 7D | +0.3% | -4.3% | +4.6% | +1.3% |
| 30D | +8.0% | -6.2% | +14.2% | +9.4% |
| 3M | +7.7% | +9.7% | -2.0% | +5.0% |
| 6M | +5.1% | +7.3% | -2.2% | +2.5% |
| YTD | +24.7% | +58.7% | -34.0% | +10.3% |
| 1Y | +25.1% | +59.7% | -34.7% | +10.4% |
| 3Y | +36.8% | +129.2% | -92.4% | +8.6% |
| 5Y | +67.9% | +223.7% | -155.8% | +18.5% |
| 10Y | +427.2% | +235.9% | +191.3% | +264.1% |
| All | +427.2% | +232.2% | +195.0% | +264.1% |
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