+36.2%
LIN vs BDX
+10.6%
+25.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.0% |
| 7D | +0.2% | +7.1% | -6.9% | -1.0% |
| 30D | +6.5% | +17.6% | -11.1% | +3.4% |
| 3M | +5.5% | +20.4% | -14.9% | +2.0% |
| 6M | +3.3% | +48.3% | -44.9% | -3.9% |
| YTD | +22.0% | +41.6% | -19.5% | +14.3% |
| 1Y | +25.7% | +55.7% | -30.0% | +15.4% |
| 3Y | +36.2% | +10.6% | +25.6% | +30.8% |
| All | +36.2% | +10.6% | +25.6% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling