+369.0%
LIN vs SU
+259.2%
+109.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.0% | -0.7% |
| 7D | -4.0% | +1.6% | -5.5% | -4.3% |
| 30D | -4.9% | +10.7% | -15.7% | -7.2% |
| 3M | -9.2% | +13.5% | -22.7% | -12.1% |
| 6M | -2.6% | +21.8% | -24.4% | -7.7% |
| YTD | +10.5% | +58.8% | -48.3% | -1.8% |
| 1Y | -0.1% | +72.0% | -72.1% | -13.1% |
| 3Y | +25.4% | +121.7% | -96.4% | +0.6% |
| 5Y | +59.7% | +350.4% | -290.7% | +3.1% |
| 10Y | +369.0% | +264.7% | +104.3% | +208.1% |
| All | +369.0% | +259.2% | +109.8% | +208.1% |
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