+36.2%
LIN vs BAH
-26.3%
+62.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -0.9% |
| 7D | +0.2% | -3.5% | +3.7% | +0.4% |
| 30D | +6.5% | +24.3% | -17.8% | +5.2% |
| 3M | +5.5% | +16.3% | -10.8% | +4.6% |
| 6M | +3.3% | +13.6% | -10.3% | +2.5% |
| YTD | +22.0% | +3.5% | +18.5% | +21.4% |
| 1Y | +25.7% | +2.7% | +23.0% | +24.9% |
| 3Y | +36.2% | -26.6% | +62.8% | +38.3% |
| All | +36.2% | -26.3% | +62.5% | +38.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling