+4,758.2%
LIN vs BB
+290.1%
+4,468.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.5% | +3.8% | -0.3% |
| 7D | +3.6% | -8.9% | +12.5% | +4.4% |
| 30D | +6.4% | -12.6% | +19.0% | +7.3% |
| 3M | +6.5% | -4.1% | +10.6% | +6.3% |
| 6M | +4.9% | +49.5% | -44.6% | -0.5% |
| YTD | +23.4% | +120.8% | -97.4% | +12.6% |
| 1Y | +26.3% | +76.2% | -49.9% | +17.4% |
| 3Y | +38.0% | +123.8% | -85.8% | +21.7% |
| 5Y | +68.0% | -24.3% | +92.2% | +60.1% |
| 10Y | +437.1% | +20.1% | +417.0% | +344.5% |
| All | +4,758.2% | +290.1% | +4,468.2% | +3,823.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling