+461.4%
BE vs LIN
+65.3%
+396.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.6% | -4.5% |
| 7D | -13.4% | +2.0% | -15.4% | -14.5% |
| 30D | -33.9% | +7.9% | -41.8% | -37.5% |
| 3M | -12.0% | +6.3% | -18.3% | -16.4% |
| 6M | -29.0% | +6.5% | -35.5% | -33.5% |
| YTD | +113.4% | +23.6% | +89.8% | +75.4% |
| 1Y | +33.2% | +25.7% | +7.5% | +7.4% |
| 3Y | +1,659.2% | +35.6% | +1,623.6% | +1,175.0% |
| 5Y | +461.4% | +65.9% | +395.5% | +232.4% |
| All | +461.4% | +65.3% | +396.0% | +232.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling