+7.0%
LIN vs U
+54.9%
-47.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.9% | -2.3% | +2.6% |
| 7D | +3.3% | +7.5% | -4.2% | +3.4% |
| 30D | +8.8% | -7.0% | +15.8% | +8.8% |
| 3M | +8.6% | +20.6% | -11.9% | +8.8% |
| 6M | +7.0% | +53.2% | -46.2% | +8.9% |
| All | +7.0% | +54.9% | -47.9% | +8.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling