+61.5%
LINC vs SPY
+833.4%
-771.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -40.4% | +0.1% | -40.5% | -40.4% |
| 3M | -49.3% | +2.0% | -51.3% | -50.2% |
| 6M | -28.7% | +13.0% | -41.7% | -35.2% |
| YTD | +6.2% | +13.5% | -7.4% | -3.9% |
| 1Y | +31.7% | +20.0% | +11.7% | +14.4% |
| 3Y | +195.4% | +77.2% | +118.2% | +92.2% |
| 5Y | +309.6% | +81.9% | +227.7% | +158.6% |
| 10Y | +1,256.6% | +314.1% | +942.6% | +342.7% |
| All | +61.5% | +833.4% | -771.9% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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