+30.0%
LIN vs U
+13.4%
+16.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | -2.1% | -3.8% | +1.7% | -2.0% |
| 30D | -2.4% | +17.5% | -19.9% | -2.8% |
| 3M | -5.6% | +38.7% | -44.3% | -6.4% |
| 6M | -3.4% | +104.4% | -107.8% | -5.3% |
| YTD | +13.1% | -5.7% | +18.8% | +13.7% |
| 1Y | +2.5% | +3.7% | -1.2% | +2.1% |
| All | +30.0% | +13.4% | +16.7% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling