+36.2%
LIN vs UUUU
-18.4%
+54.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.2% |
| 7D | +0.2% | -13.6% | +13.8% | +0.5% |
| 30D | +6.5% | -35.1% | +41.5% | +7.4% |
| 3M | +5.5% | -48.4% | +53.8% | +6.8% |
| 6M | +3.3% | -71.7% | +75.0% | +6.0% |
| YTD | +22.0% | -54.2% | +76.2% | +22.4% |
| 1Y | +25.7% | -56.0% | +81.7% | +26.1% |
| 3Y | +36.2% | -13.1% | +49.3% | +28.2% |
| All | +36.2% | -18.4% | +54.6% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling