+37.8%
LIN vs URI
+136.1%
-98.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.5% | +0.2% |
| 7D | +3.6% | -12.9% | +16.5% | +5.2% |
| 30D | +6.4% | -3.4% | +9.8% | +6.7% |
| 3M | +6.5% | -10.0% | +16.5% | +7.6% |
| 6M | +4.9% | +12.2% | -7.3% | +2.8% |
| YTD | +23.4% | +29.8% | -6.3% | +17.7% |
| 1Y | +26.3% | +24.6% | +1.7% | +21.2% |
| All | +37.8% | +136.1% | -98.3% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling