+1,108.2%
LIN vs UUUU
-96.3%
+1,204.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.2% |
| 7D | +0.2% | -13.6% | +13.8% | +1.0% |
| 30D | +6.5% | -35.1% | +41.5% | +9.0% |
| 3M | +5.5% | -48.4% | +53.8% | +9.2% |
| 6M | +3.3% | -71.7% | +75.0% | +10.3% |
| YTD | +22.0% | -54.2% | +76.2% | +25.2% |
| 1Y | +25.7% | -56.0% | +81.7% | +29.0% |
| 3Y | +36.2% | -13.1% | +49.3% | +30.1% |
| 5Y | +66.1% | -35.2% | +101.3% | +57.8% |
| 10Y | +431.0% | +404.5% | +26.4% | +324.0% |
| All | +1,108.2% | -96.3% | +1,204.6% | +871.8% |
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