+24.4%
LIN vs U
+33.7%
-9.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.2% | -4.6% | +0.9% |
| 7D | +2.1% | +2.6% | -0.5% | +2.2% |
| 30D | +6.8% | +27.6% | -20.8% | +7.8% |
| 3M | +10.4% | +15.3% | -5.0% | +11.1% |
| 6M | +3.2% | +96.4% | -93.2% | +6.4% |
| YTD | +24.6% | +19.6% | +5.0% | +27.2% |
| 1Y | +24.4% | +42.1% | -17.7% | +31.5% |
| All | +24.4% | +33.7% | -9.3% | +31.5% |
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