+3,420.3%
LIN vs URI
+7,134.6%
-3,714.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.3% |
| 7D | -2.1% | -2.0% | -0.1% | -1.7% |
| 30D | -2.4% | -12.9% | +10.5% | +0.4% |
| 3M | -5.6% | -6.7% | +1.2% | -4.6% |
| 6M | -3.4% | +19.0% | -22.4% | -8.0% |
| YTD | +13.1% | +25.5% | -12.4% | +5.9% |
| 1Y | +2.5% | +5.5% | -3.1% | -0.7% |
| 3Y | +27.6% | +111.3% | -83.7% | +3.8% |
| 5Y | +63.0% | +198.6% | -135.5% | +21.1% |
| 10Y | +359.3% | +1,179.9% | -820.6% | +138.4% |
| All | +3,420.3% | +7,134.6% | -3,714.3% | +879.2% |
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