+61.9%
LIN vs BBWI
-66.0%
+127.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.3% |
| 7D | -2.1% | +1.5% | -3.6% | -2.3% |
| 30D | -2.4% | -5.2% | +2.8% | -2.0% |
| 3M | -5.6% | +11.1% | -16.7% | -7.2% |
| 6M | -3.4% | -13.4% | +10.0% | -2.7% |
| YTD | +13.1% | +0.1% | +13.0% | +11.5% |
| 1Y | +2.5% | -36.1% | +38.6% | +6.7% |
| 3Y | +27.6% | -44.1% | +71.7% | +31.1% |
| All | +61.9% | -66.0% | +127.9% | +81.6% |
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