+11,165.0%
LIN vs SUI
+4,171.7%
+6,993.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +3.6% | +8.8% | -5.2% | +0.7% |
| 30D | +6.4% | +8.9% | -2.5% | +3.2% |
| 3M | +6.5% | +2.0% | +4.5% | +5.5% |
| 6M | +4.9% | -0.6% | +5.5% | +4.7% |
| YTD | +23.4% | +1.3% | +22.1% | +22.2% |
| 1Y | +26.3% | +1.3% | +25.1% | +25.1% |
| 3Y | +38.0% | +16.3% | +21.7% | +27.9% |
| 5Y | +68.0% | -25.1% | +93.0% | +78.1% |
| 10Y | +437.1% | +121.1% | +316.1% | +282.8% |
| All | +11,165.0% | +4,171.7% | +6,993.3% | +3,003.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling