+61.9%
LIN vs BDX
+1.9%
+60.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.6% |
| 7D | -2.1% | -2.5% | +0.4% | -1.5% |
| 30D | -2.4% | +8.3% | -10.7% | -4.5% |
| 3M | -5.6% | +24.4% | -30.0% | -11.1% |
| 6M | -3.4% | +9.2% | -12.6% | -5.8% |
| YTD | +13.1% | +22.7% | -9.6% | +6.3% |
| 1Y | +2.5% | +25.9% | -23.4% | -4.6% |
| 3Y | +27.6% | -10.5% | +38.1% | +32.0% |
| All | +61.9% | +1.9% | +60.0% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling