+25.4%
LIN vs BDX
+58.7%
-33.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.8% |
| 7D | +0.1% | +8.4% | -8.3% | -0.9% |
| 30D | +7.6% | +17.1% | -9.6% | +5.5% |
| 3M | +6.5% | +22.4% | -15.9% | +4.0% |
| 6M | +6.2% | +45.9% | -39.7% | +2.0% |
| YTD | +23.2% | +43.8% | -20.6% | +17.9% |
| All | +25.4% | +58.7% | -33.3% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling