+64.4%
LIN vs BBWI
-67.1%
+131.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.8% |
| 7D | +0.1% | -6.2% | +6.3% | +0.8% |
| 30D | +7.6% | +25.5% | -17.9% | +4.8% |
| 3M | +6.5% | +8.0% | -1.4% | +5.2% |
| 6M | +6.2% | +12.7% | -6.5% | +3.8% |
| YTD | +23.2% | +11.6% | +11.6% | +19.8% |
| 1Y | +25.4% | -0.9% | +26.3% | +23.1% |
| 3Y | +38.3% | -22.7% | +61.0% | +35.3% |
| 5Y | +64.4% | -67.2% | +131.6% | +89.8% |
| All | +64.4% | -67.1% | +131.5% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling