+10,545.1%
LIN vs BBWI
+755.3%
+9,789.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.8% | -3.8% | -1.5% |
| 7D | -2.1% | +1.5% | -3.6% | -2.5% |
| 30D | -2.4% | -5.2% | +2.8% | -1.7% |
| 3M | -5.6% | +11.1% | -16.7% | -8.4% |
| 6M | -3.4% | -13.4% | +10.0% | -2.5% |
| YTD | +13.1% | +0.1% | +13.0% | +10.2% |
| 1Y | +2.5% | -36.1% | +38.6% | +8.1% |
| 3Y | +27.6% | -44.1% | +71.7% | +32.1% |
| 5Y | +63.0% | -66.2% | +129.3% | +80.2% |
| 10Y | +359.3% | -54.8% | +414.0% | +303.6% |
| All | +10,545.1% | +755.3% | +9,789.8% | +3,536.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling