+412.1%
LIN vs BBY
+282.3%
+129.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.7% |
| 7D | +2.0% | +10.9% | -8.9% | -0.3% |
| 30D | +7.9% | +19.6% | -11.8% | +3.6% |
| 3M | +6.3% | +27.6% | -21.3% | +0.3% |
| 6M | +6.5% | +79.4% | -73.0% | -7.4% |
| YTD | +23.6% | +61.7% | -38.1% | +9.3% |
| 1Y | +25.7% | +40.3% | -14.6% | +14.8% |
| 3Y | +35.6% | +87.9% | -52.3% | +10.6% |
| 5Y | +65.9% | +0.2% | +65.7% | +55.0% |
| 10Y | +412.1% | +274.5% | +137.6% | +272.0% |
| All | +412.1% | +282.3% | +129.8% | +272.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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