+1,560.3%
BE vs LIN
+38.0%
+1,522.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -0.7% | -15.7% | -16.3% |
| 7D | -24.6% | +3.6% | -28.2% | -25.0% |
| 30D | -43.4% | +6.4% | -49.7% | -43.9% |
| 3M | -28.5% | +6.5% | -35.0% | -29.3% |
| 6M | -43.3% | +4.9% | -48.1% | -44.0% |
| YTD | +92.8% | +23.4% | +69.3% | +78.4% |
| 1Y | +18.5% | +26.3% | -7.9% | +8.5% |
| All | +1,560.3% | +38.0% | +1,522.3% | +1,456.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling