+36.9%
LIN vs UPS
-4.2%
+41.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.3% | +0.7% |
| 7D | +0.3% | -1.6% | +2.0% | +0.6% |
| 30D | +8.0% | +17.9% | -9.9% | +5.3% |
| 3M | +7.7% | +9.4% | -1.7% | +6.1% |
| 6M | +5.1% | +16.2% | -11.1% | +2.3% |
| YTD | +24.7% | +18.8% | +6.0% | +20.8% |
| 1Y | +25.1% | +26.1% | -1.0% | +20.0% |
| All | +36.9% | -4.2% | +41.0% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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