+707.7%
BE vs LIN
+259.2%
+448.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.0% |
| 7D | +20.5% | +0.2% | +20.3% | +20.5% |
| 30D | -23.4% | +6.2% | -29.5% | -27.3% |
| 3M | -14.9% | +9.3% | -24.2% | -21.5% |
| 6M | -28.1% | +4.4% | -32.4% | -32.2% |
| YTD | +132.4% | +23.7% | +108.7% | +87.9% |
| 1Y | +59.4% | +23.5% | +35.9% | +28.6% |
| 3Y | +1,815.8% | +35.8% | +1,780.1% | +1,279.2% |
| 5Y | +491.3% | +65.9% | +425.4% | +255.1% |
| All | +707.7% | +259.2% | +448.5% | +179.3% |
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