+68.0%
LIN vs BB
-23.9%
+91.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.3% |
| 7D | +3.6% | -8.9% | +12.5% | +4.2% |
| 30D | +6.4% | -12.6% | +19.0% | +7.2% |
| 3M | +6.5% | -4.1% | +10.6% | +6.3% |
| 6M | +4.9% | +49.5% | -44.6% | -0.8% |
| YTD | +23.4% | +120.8% | -97.4% | +11.9% |
| 1Y | +26.3% | +76.2% | -49.9% | +17.0% |
| 3Y | +38.0% | +123.8% | -85.8% | +19.8% |
| 5Y | +68.0% | -24.3% | +92.2% | +68.7% |
| All | +68.0% | -23.9% | +91.9% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling