+2,926.4%
V vs LIN
+676.3%
+2,250.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.4% |
| 7D | -1.7% | -2.1% | +0.4% | -0.4% |
| 30D | +2.0% | -2.4% | +4.4% | +3.5% |
| 3M | +17.4% | -5.6% | +22.9% | +21.1% |
| 6M | +17.5% | -3.4% | +20.9% | +19.0% |
| YTD | +7.6% | +13.1% | -5.5% | -1.4% |
| 1Y | +7.7% | +2.5% | +5.2% | +4.8% |
| 3Y | +54.7% | +27.6% | +27.1% | +30.1% |
| 5Y | +73.0% | +63.0% | +10.0% | +22.7% |
| 10Y | +390.9% | +359.3% | +31.6% | +78.4% |
| All | +2,926.4% | +676.3% | +2,250.2% | +740.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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