+8.6%
LINE vs SPY
+14.6%
-6.1%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.6% | +4.5% |
| 7D | +9.2% | -0.7% | +9.9% | +10.0% |
| 30D | +10.4% | -1.0% | +11.4% | +11.5% |
| 3M | -6.5% | -0.3% | -6.2% | -6.2% |
| 6M | +12.4% | +7.3% | +5.1% | +2.4% |
| YTD | +15.3% | +13.3% | +2.0% | -3.5% |
| 1Y | +8.6% | +14.8% | -6.2% | -9.7% |
| All | +8.6% | +14.6% | -6.1% | -9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling