+64.4%
LIN vs BB
-18.0%
+82.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.5% | -4.5% | +0.6% |
| 7D | +0.1% | +15.0% | -14.8% | -1.0% |
| 30D | +7.6% | +3.5% | +4.1% | +7.0% |
| 3M | +6.5% | +2.7% | +3.9% | +5.8% |
| 6M | +6.2% | +44.7% | -38.5% | +1.0% |
| YTD | +23.2% | +143.3% | -120.0% | +10.9% |
| 1Y | +25.4% | +102.2% | -76.8% | +14.8% |
| 3Y | +38.3% | +156.1% | -117.8% | +18.5% |
| 5Y | +64.4% | -17.6% | +82.0% | +64.0% |
| All | +64.4% | -18.0% | +82.4% | +64.0% |
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