+1,134.7%
LIN vs UUUU
-96.2%
+1,230.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.8% |
| 7D | +0.3% | -3.5% | +3.8% | +0.5% |
| 30D | +8.0% | -28.3% | +36.3% | +9.9% |
| 3M | +7.7% | -53.1% | +60.8% | +12.1% |
| 6M | +5.1% | -68.6% | +73.6% | +11.4% |
| YTD | +24.7% | -52.3% | +77.0% | +27.6% |
| 1Y | +25.1% | -55.8% | +80.9% | +28.2% |
| 3Y | +36.8% | -12.3% | +49.1% | +30.6% |
| 5Y | +67.9% | -36.9% | +104.7% | +59.6% |
| 10Y | +427.2% | +388.0% | +39.2% | +321.3% |
| All | +1,134.7% | -96.2% | +1,230.9% | +890.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling