+1,019.9%
LIN vs UUUU
-92.0%
+1,111.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | -2.1% | -1.4% | -0.8% | -2.0% |
| 30D | -2.4% | +16.3% | -18.7% | -3.4% |
| 3M | -5.6% | -16.7% | +11.1% | -5.0% |
| 6M | -3.4% | -33.7% | +30.3% | -2.0% |
| YTD | +13.1% | -0.5% | +13.6% | +11.2% |
| 1Y | +2.5% | +28.9% | -26.4% | -1.8% |
| 3Y | +27.6% | +99.9% | -72.3% | +16.2% |
| 5Y | +63.0% | +135.3% | -72.2% | +43.6% |
| 10Y | +359.3% | +518.4% | -159.1% | +259.7% |
| All | +1,019.9% | -92.0% | +1,111.9% | +763.2% |
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 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