+27.3%
LIN vs UL
+1.7%
+25.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.3% | -0.7% | +1.7% |
| 7D | +3.3% | +4.7% | -1.4% | +2.0% |
| 30D | +8.8% | +11.6% | -2.8% | +5.7% |
| 3M | +8.6% | +5.3% | +3.3% | +7.1% |
| 6M | +7.0% | +16.0% | -9.0% | +3.3% |
| YTD | +24.3% | +5.0% | +19.3% | +22.9% |
| 1Y | +27.3% | +1.1% | +26.1% | +27.5% |
| All | +27.3% | +1.7% | +25.6% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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