+11,518.3%
LIN vs BAX
+549.4%
+10,968.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.3% |
| 7D | +3.6% | +9.1% | -5.6% | +0.8% |
| 30D | +6.4% | +5.3% | +1.1% | +4.5% |
| 3M | +6.5% | -6.1% | +12.6% | +8.0% |
| 6M | +4.9% | +53.3% | -48.4% | -8.7% |
| YTD | +23.4% | +34.4% | -11.0% | +10.0% |
| 1Y | +26.3% | +43.2% | -16.9% | +10.3% |
| 3Y | +38.0% | -20.1% | +58.1% | +38.9% |
| 5Y | +68.0% | -63.7% | +131.7% | +112.3% |
| 10Y | +437.1% | -36.3% | +473.5% | +466.1% |
| All | +11,518.3% | +549.4% | +10,968.9% | +6,767.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling