+701.6%
BE vs LIN
+260.7%
+440.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.6% | -8.9% | -8.4% |
| 7D | -12.1% | +3.3% | -15.4% | -14.8% |
| 30D | -30.1% | +8.8% | -38.9% | -35.1% |
| 3M | -12.1% | +8.6% | -20.8% | -18.9% |
| 6M | -30.6% | +7.0% | -37.6% | -35.9% |
| YTD | +130.6% | +24.3% | +106.4% | +85.4% |
| 1Y | +55.3% | +27.3% | +28.0% | +21.6% |
| 3Y | +1,755.6% | +38.9% | +1,716.6% | +1,203.4% |
| 5Y | +564.5% | +69.4% | +495.1% | +291.5% |
| All | +701.6% | +260.7% | +440.9% | +175.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling