+25.7%
LIN vs BAH
+2.9%
+22.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.3% |
| 7D | +2.0% | +0.5% | +1.5% | +2.0% |
| 30D | +7.9% | +18.2% | -10.4% | +8.4% |
| 3M | +6.3% | +13.1% | -6.8% | +6.8% |
| 6M | +6.5% | +15.2% | -8.7% | +7.1% |
| YTD | +23.6% | +6.0% | +17.6% | +25.1% |
| 1Y | +25.7% | +3.1% | +22.6% | +26.5% |
| All | +25.7% | +2.9% | +22.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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