+68.0%
LIN vs BBWI
-67.6%
+135.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.2% | +5.5% | 0.0% |
| 7D | +3.6% | -3.1% | +6.7% | +3.9% |
| 30D | +6.4% | +23.1% | -16.8% | +3.8% |
| 3M | +6.5% | +7.3% | -0.8% | +5.2% |
| 6M | +4.9% | +22.6% | -17.7% | +1.5% |
| YTD | +23.4% | +13.3% | +10.2% | +19.8% |
| 1Y | +26.3% | -2.6% | +28.9% | +24.3% |
| 3Y | +38.0% | -25.9% | +63.9% | +36.1% |
| 5Y | +68.0% | -66.7% | +134.7% | +93.7% |
| All | +68.0% | -67.6% | +135.6% | +93.7% |
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