+25.4%
LIN vs BAX
+47.2%
-21.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.7% |
| 7D | +0.1% | +9.0% | -8.9% | -0.8% |
| 30D | +7.6% | +8.5% | -0.9% | +6.6% |
| 3M | +6.5% | -4.1% | +10.6% | +6.8% |
| 6M | +6.2% | +46.9% | -40.7% | +2.6% |
| YTD | +23.2% | +38.4% | -15.2% | +16.1% |
| All | +25.4% | +47.2% | -21.8% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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