+417.5%
LIN vs BBWI
-43.7%
+461.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.1% | -0.7% |
| 7D | +0.2% | -6.2% | +6.4% | +1.0% |
| 30D | +6.5% | +19.9% | -13.5% | +3.8% |
| 3M | +5.5% | +7.1% | -1.7% | +4.0% |
| 6M | +3.3% | +13.7% | -10.3% | +0.5% |
| YTD | +22.0% | +9.6% | +12.4% | +18.4% |
| 1Y | +25.7% | -1.6% | +27.4% | +22.9% |
| 3Y | +36.2% | -25.9% | +62.1% | +34.3% |
| 5Y | +66.1% | -67.8% | +133.9% | +79.5% |
| All | +417.5% | -43.7% | +461.2% | +342.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling