+360.5%
BE vs LIN
+2.8%
+357.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.0% | +8.3% | +6.9% |
| 7D | +20.0% | -2.1% | +22.1% | +18.9% |
| 30D | +7.9% | -2.4% | +10.3% | +7.2% |
| 3M | -13.2% | -5.6% | -7.6% | -14.7% |
| 6M | +53.5% | -3.4% | +56.8% | +50.3% |
| YTD | +191.0% | +13.1% | +177.9% | +216.1% |
| 1Y | +360.5% | +2.5% | +358.0% | +417.0% |
| All | +360.5% | +2.8% | +357.7% | +417.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling