+358.4%
LIN vs BDX
+53.5%
+304.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.1% | -0.9% |
| 7D | -3.5% | -4.3% | +0.8% | -2.0% |
| 30D | -4.1% | +1.3% | -5.4% | -4.6% |
| 3M | -6.4% | +20.2% | -26.6% | -12.5% |
| 6M | -2.4% | +8.6% | -11.0% | -5.8% |
| YTD | +10.9% | +19.0% | -8.0% | +3.3% |
| 1Y | 0.0% | +21.2% | -21.2% | -7.7% |
| 3Y | +25.8% | -9.7% | +35.5% | +27.5% |
| 5Y | +60.8% | -3.4% | +64.2% | +56.6% |
| 10Y | +358.4% | +53.9% | +304.5% | +271.8% |
| All | +358.4% | +53.5% | +304.8% | +271.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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