+65.9%
LIN vs URA
+32.3%
+33.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +0.9% |
| 7D | +2.0% | +0.3% | +1.7% | +1.9% |
| 30D | +7.9% | -14.8% | +22.6% | +10.0% |
| 3M | +6.3% | -25.3% | +31.6% | +10.1% |
| 6M | +6.5% | -39.9% | +46.4% | +13.4% |
| YTD | +23.6% | -22.4% | +46.0% | +24.6% |
| 1Y | +25.7% | -29.0% | +54.7% | +28.4% |
| 3Y | +35.6% | +41.0% | -5.4% | +14.6% |
| 5Y | +65.9% | +38.3% | +27.5% | +34.2% |
| All | +65.9% | +32.3% | +33.6% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling