+68.0%
LIN vs URI
+178.2%
-110.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.5% | +0.8% |
| 7D | +3.6% | -12.9% | +16.5% | +6.6% |
| 30D | +6.4% | -3.4% | +9.8% | +6.9% |
| 3M | +6.5% | -10.0% | +16.5% | +8.5% |
| 6M | +4.9% | +12.2% | -7.3% | +1.2% |
| YTD | +23.4% | +29.8% | -6.3% | +13.5% |
| 1Y | +26.3% | +24.6% | +1.7% | +17.3% |
| 3Y | +38.0% | +137.6% | -99.6% | +0.2% |
| 5Y | +68.0% | +176.6% | -108.6% | +8.9% |
| All | +68.0% | +178.2% | -110.2% | +8.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling