+11,596.6%
LIN vs USB
+4,565.3%
+7,031.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +1.9% |
| 7D | +3.3% | +2.4% | +0.9% | +2.4% |
| 30D | +8.8% | +6.6% | +2.2% | +6.4% |
| 3M | +8.6% | -4.1% | +12.7% | +9.9% |
| 6M | +7.0% | +12.5% | -5.5% | +2.4% |
| YTD | +24.3% | +17.6% | +6.6% | +16.7% |
| 1Y | +27.3% | +36.5% | -9.2% | +13.6% |
| 3Y | +38.9% | +95.4% | -56.5% | +7.6% |
| 5Y | +69.4% | +26.1% | +43.2% | +48.0% |
| 10Y | +440.7% | +101.3% | +339.5% | +288.2% |
| All | +11,596.6% | +4,565.3% | +7,031.2% | +3,297.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling