+24.4%
LIN vs BB
+99.6%
-75.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.6% |
| 7D | +2.1% | +1.8% | +0.3% | +2.2% |
| 30D | +6.8% | +8.1% | -1.4% | +7.0% |
| 3M | +10.4% | -1.0% | +11.4% | +10.6% |
| 6M | +3.2% | +45.9% | -42.7% | +3.5% |
| YTD | +24.6% | +134.8% | -110.2% | +26.3% |
| 1Y | +24.4% | +104.6% | -80.2% | +25.4% |
| All | +24.4% | +99.6% | -75.2% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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