+361.3%
LIN vs USB
+107.5%
+253.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -2.1% | +1.4% | -3.6% | -2.6% |
| 30D | -2.4% | -1.3% | -1.1% | -2.0% |
| 3M | -5.6% | +15.2% | -20.8% | -10.5% |
| 6M | -3.4% | +18.8% | -22.2% | -9.7% |
| YTD | +13.1% | +21.0% | -7.9% | +4.6% |
| 1Y | +2.5% | +34.0% | -31.5% | -9.0% |
| 3Y | +27.6% | +95.3% | -67.7% | -5.2% |
| 5Y | +63.0% | +40.4% | +22.7% | +35.7% |
| All | +361.3% | +107.5% | +253.8% | +199.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling