+85.4%
BE vs LIN
+24.8%
+60.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.6% | -4.7% |
| 7D | +10.8% | +2.1% | +8.7% | +11.6% |
| 30D | -19.8% | +6.8% | -26.6% | -17.7% |
| 3M | -18.7% | +10.4% | -29.1% | -16.0% |
| 6M | -33.7% | +3.2% | -36.9% | -32.2% |
| YTD | +121.0% | +24.6% | +96.4% | +126.8% |
| 1Y | +85.4% | +24.4% | +61.0% | +90.1% |
| All | +85.4% | +24.8% | +60.6% | +90.1% |
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