+675.5%
BE vs LIN
+257.7%
+417.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.0% | +10.9% | +11.1% |
| 7D | -1.2% | +0.1% | -1.3% | -1.5% |
| 30D | -30.9% | +7.6% | -38.4% | -35.2% |
| 3M | -11.6% | +6.5% | -18.2% | -17.0% |
| 6M | -25.7% | +6.2% | -31.9% | -31.0% |
| YTD | +123.1% | +23.2% | +99.9% | +80.8% |
| 1Y | +43.4% | +25.4% | +18.0% | +13.8% |
| 3Y | +1,683.6% | +38.3% | +1,645.3% | +1,158.5% |
| 5Y | +465.4% | +64.4% | +401.0% | +241.8% |
| All | +675.5% | +257.7% | +417.8% | +168.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling