+3,768.0%
LIN vs URI
+7,950.8%
-4,182.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.4% | +7.0% | +3.5% |
| 7D | +3.3% | -4.3% | +7.6% | +4.1% |
| 30D | +8.8% | +4.6% | +4.2% | +7.6% |
| 3M | +8.6% | -2.1% | +10.8% | +8.8% |
| 6M | +7.0% | +21.9% | -14.9% | +1.9% |
| YTD | +24.3% | +39.7% | -15.4% | +13.5% |
| 1Y | +27.3% | +32.9% | -5.6% | +17.4% |
| 3Y | +38.9% | +155.8% | -116.9% | +8.5% |
| 5Y | +69.4% | +202.4% | -133.1% | +25.4% |
| 10Y | +440.7% | +1,517.7% | -1,077.0% | +167.7% |
| All | +3,768.0% | +7,950.8% | -4,182.8% | +949.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling