+26.6%
BE vs LIN
+25.4%
+1.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.1% | +4.6% | +2.9% |
| 7D | -14.7% | +0.2% | -14.9% | -14.5% |
| 30D | -40.5% | +6.5% | -47.0% | -39.0% |
| 3M | -24.3% | +5.5% | -29.8% | -22.5% |
| 6M | -39.3% | +3.3% | -42.6% | -38.4% |
| YTD | +99.4% | +22.0% | +77.3% | +107.9% |
| 1Y | +26.6% | +25.7% | +0.8% | +29.4% |
| All | +26.6% | +25.4% | +1.1% | +29.4% |
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