+25.7%
LIN vs URI
+26.0%
-0.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.2% |
| 7D | +0.2% | -9.8% | +10.0% | +0.9% |
| 30D | +6.5% | +1.7% | +4.7% | +6.1% |
| 3M | +5.5% | -9.1% | +14.5% | +6.0% |
| 6M | +3.3% | +9.9% | -6.5% | +2.3% |
| YTD | +22.0% | +31.2% | -9.2% | +16.2% |
| 1Y | +25.7% | +25.9% | -0.2% | +20.8% |
| All | +25.7% | +26.0% | -0.2% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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