+25.7%
LIN vs U
+24.4%
+1.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.5% | -6.7% | -0.9% |
| 7D | +0.2% | +36.6% | -36.4% | +1.4% |
| 30D | +6.5% | +13.3% | -6.9% | +7.1% |
| 3M | +5.5% | +26.2% | -20.7% | +6.6% |
| 6M | +3.3% | +88.7% | -85.4% | +6.5% |
| YTD | +22.0% | +16.6% | +5.5% | +24.5% |
| 1Y | +25.7% | +29.0% | -3.2% | +27.8% |
| All | +25.7% | +24.4% | +1.3% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling