+25.7%
LIN vs UL
-0.7%
+26.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +2.0% | +2.6% | -0.6% | +1.3% |
| 30D | +7.9% | +6.8% | +1.1% | +6.0% |
| 3M | +6.3% | +5.7% | +0.6% | +4.7% |
| 6M | +6.5% | +15.9% | -9.4% | +2.9% |
| YTD | +23.6% | +4.3% | +19.3% | +22.4% |
| 1Y | +25.7% | -0.4% | +26.1% | +26.1% |
| All | +25.7% | -0.7% | +26.5% | +26.1% |
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