+25.8%
LIN vs SU
+117.9%
-92.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.0% |
| 7D | -3.5% | -1.0% | -2.5% | -3.4% |
| 30D | -4.1% | +13.7% | -17.8% | -5.3% |
| 3M | -6.4% | +8.0% | -14.4% | -7.2% |
| 6M | -2.4% | +21.0% | -23.4% | -5.0% |
| YTD | +10.9% | +56.2% | -45.3% | +4.3% |
| 1Y | 0.0% | +72.2% | -72.2% | -7.3% |
| 3Y | +25.8% | +118.1% | -92.3% | +13.7% |
| All | +25.8% | +117.9% | -92.1% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling