+37.8%
LIN vs U
+72.0%
-34.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +14.9% | -15.6% | -0.9% |
| 7D | +3.6% | +24.3% | -20.7% | +3.2% |
| 30D | +6.4% | +8.6% | -2.2% | +6.2% |
| 3M | +6.5% | +37.6% | -31.1% | +5.7% |
| 6M | +4.9% | +78.5% | -73.6% | +3.5% |
| YTD | +23.4% | +10.5% | +13.0% | +23.7% |
| 1Y | +26.3% | +15.2% | +11.1% | +26.2% |
| All | +37.8% | +72.0% | -34.2% | +30.3% |
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