+63.3%
LIN vs BB
-20.8%
+84.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.6% | -1.5% |
| 7D | +0.2% | +3.8% | -3.6% | -0.1% |
| 30D | +6.5% | -0.3% | +6.8% | +6.2% |
| 3M | +5.5% | -0.5% | +5.9% | +5.0% |
| 6M | +3.3% | +45.9% | -42.6% | -1.9% |
| YTD | +22.0% | +130.6% | -108.6% | +10.2% |
| 1Y | +25.7% | +89.2% | -63.4% | +15.7% |
| 3Y | +36.2% | +137.5% | -101.3% | +17.6% |
| All | +63.3% | -20.8% | +84.2% | +63.7% |
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