+361.3%
LIN vs SUI
+110.1%
+251.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.8% |
| 7D | -2.1% | -2.8% | +0.7% | -1.2% |
| 30D | -2.4% | -1.2% | -1.2% | -2.1% |
| 3M | -5.6% | -1.7% | -3.8% | -5.2% |
| 6M | -3.4% | -10.5% | +7.1% | -0.1% |
| YTD | +13.1% | -1.8% | +14.9% | +13.4% |
| 1Y | +2.5% | -4.1% | +6.6% | +3.4% |
| 3Y | +27.6% | +11.3% | +16.3% | +19.8% |
| 5Y | +63.0% | -32.1% | +95.1% | +80.2% |
| All | +361.3% | +110.1% | +251.2% | +278.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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