+63.3%
LIN vs SU
+211.5%
-148.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | +0.2% | -13.4% | +13.6% | +2.5% |
| 30D | +6.5% | +0.9% | +5.6% | +6.1% |
| 3M | +5.5% | +12.8% | -7.3% | +3.0% |
| 6M | +3.3% | +8.3% | -4.9% | +1.3% |
| YTD | +22.0% | +58.2% | -36.2% | +10.8% |
| 1Y | +25.7% | +67.1% | -41.4% | +12.9% |
| 3Y | +36.2% | +125.6% | -89.4% | +13.4% |
| All | +63.3% | +211.5% | -148.1% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling