+11,498.3%
LIN vs SU
+374,718.3%
-363,220.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.0% |
| 7D | +0.1% | -10.6% | +10.7% | +0.1% |
| 30D | +7.6% | -6.6% | +14.2% | +7.6% |
| 3M | +6.5% | +12.9% | -6.4% | +6.5% |
| 6M | +6.2% | +6.7% | -0.5% | +6.2% |
| YTD | +23.2% | +55.2% | -32.0% | +23.2% |
| 1Y | +25.4% | +61.5% | -36.1% | +25.4% |
| 3Y | +38.3% | +128.7% | -90.4% | +38.2% |
| 5Y | +64.4% | +210.8% | -146.4% | +64.3% |
| 10Y | +417.3% | +214.4% | +203.0% | +416.9% |
| All | +11,498.3% | +374,718.3% | -363,220.0% | +11,691.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling